Wealthspire Advisors (New York)’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 | $267K | Sell |
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2025
Q1 | $414K | Sell |
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2024
Q4 | $631K | Sell |
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2024
Q3 | $670K | Buy |
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|
2024
Q2 | $642K | Sell |
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|
2024
Q1 | $872K | Buy |
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|
2023
Q4 | $844K | Sell |
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|
2023
Q3 | $1.11M | Sell |
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|
2023
Q2 | $1.64M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $571K | Sell |
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|
2021
Q4 | $907K | Sell |
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|
2021
Q3 | $932K | Buy |
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|
2021
Q2 | $645K | Buy |
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