Agate Pass Investment Management, LLC ICSH Holdings History
Agate Pass Investment Management, LLC's iShares Ultra Short Duration Bond Active ETF Holding Summary
As of 2025-03-31, Agate Pass Investment Management, LLC held 131,314.00 shares of iShares Ultra Short Duration Bond Active ETF(ICSH), totaling $6.66 Mil. This investment constitutes 2.85% of their stock portfolio, and Agate Pass Investment Management, LLC now holds 0.12% of the outstanding iShares Ultra Short Duration Bond Active ETF(ICSH) stock.
The initial trade took place in 2021Q4. And since then Agate Pass Investment Management, LLC has made 8 purchases of ICSH, at an average price of $50.06, for a total of 217,248.00 shares. In addition, there have been 5 sales at an average price of $50.39 for 85,934.00 shares. Based on historical transaction data and ICSH's current price of $50.62, Agate Pass Investment Management, LLC's estimated gain on his ICSH holdings is $102,716.06, reflecting a 0.94% gain to date.
Agate Pass Investment Management, LLC ICSH ($50.62) Holding Chart
Agate Pass Investment Management, LLC ICSH ($50.62) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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