Baystate Wealth Management LLC ICSH Holdings History
Baystate Wealth Management LLC's iShares Ultra Short Duration Bond Active ETF Holding Summary
As of 2023-12-31, Baystate Wealth Management LLC held 1.16 Mil shares of iShares Ultra Short Duration Bond Active ETF(ICSH), totaling $58.37 Mil. This investment constitutes 4.28% of their stock portfolio, and Baystate Wealth Management LLC now holds 0.92% of the outstanding iShares Ultra Short Duration Bond Active ETF(ICSH) stock.
The initial trade took place in 2021Q2. And since then Baystate Wealth Management LLC has made 8 purchases of ICSH, at an average price of $50.25, for a total of 1.51 Mil shares. In addition, there have been 3 sales at an average price of $49.84 for 349,702.00 shares. Based on historical transaction data and ICSH's current price of $50.70, Baystate Wealth Management LLC's estimated gain on his ICSH holdings is $374,271.93, reflecting a 0.49% gain to date.
Baystate Wealth Management LLC ICSH ($50.70) Holding Chart
Baystate Wealth Management LLC ICSH ($50.70) 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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