Summit Wealth Group’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.47M | Buy |
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|
2025
Q1 | $5.68M | Buy |
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|
2024
Q4 | $5.6M | Buy |
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|
2024
Q3 | $5.41M | Buy |
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|
2024
Q2 | $4.91M | Sell |
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|
2024
Q1 | $5.33M | Sell |
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|
2023
Q4 | $5.93M | Buy |
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|
2023
Q3 | $5.28M | Buy |
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|
2023
Q2 | $4.93M | Sell |
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|
2023
Q1 | $101K | Buy |
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|
2022
Q4 | $7.13M | Sell |
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|
2022
Q3 | $7.5M | Sell |
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|
2022
Q2 | $7.6M | Sell |
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|
2022
Q1 | $8.36M | Buy |
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|
2021
Q4 | $6.79M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $4.5M | Buy |
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|
2021
Q1 | $4.12M | Buy |
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|
2020
Q4 | $2.96M | Buy |
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|
2020
Q3 | $2.15M | Buy |
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|
2020
Q2 | $787K | Buy |
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|
2020
Q1 | $480K | Buy |
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|
2019
Q4 | $461K | Buy |
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