Wells Financial Advisors’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
Q3 | – | Sell |
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|
2025
Q2 | $42.3K | Sell |
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2025
Q1 | $126K | Sell |
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2024
Q4 | $723K | Sell |
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|
2024
Q3 | $746K | Sell |
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|
2024
Q2 | $886K | Sell |
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|
2024
Q1 | $934K | Sell |
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|
2023
Q4 | $1.05M | Sell |
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|
2023
Q3 | $1.14M | Sell |
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2023
Q2 | $1.16M | Sell |
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|
2023
Q1 | $4.46M | Sell |
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|
2022
Q4 | $4.45M | Buy |
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