Waldron Private Wealth’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
2023
Q3
Sell
2023
Q2
$364K Buy
2023
Q1
Sell
2022
Q4
$914K Hold
2022
Q3
$914K Sell
2022
Q2
$1.19M Sell
2022
Q1
$5.82M Sell
2021
Q4
$17.6M Buy