Boulder Wealth Advisors, LLC ICSH Holdings History
Boulder Wealth Advisors, LLC's iShares Ultra Short Duration Bond Active ETF Holding Summary
As of 2025-03-31, Boulder Wealth Advisors, LLC held 210,213.00 shares of iShares Ultra Short Duration Bond Active ETF(ICSH), totaling $10.66 Mil. This investment constitutes 6.2% of their stock portfolio, and Boulder Wealth Advisors, LLC now holds 0.17% of the outstanding iShares Ultra Short Duration Bond Active ETF(ICSH) stock.
The initial trade took place in 2022Q4. And since then Boulder Wealth Advisors, LLC has made 2 purchases of ICSH, at an average price of $50.33, for a total of 338,330.00 shares. In addition, there have been 2 sales at an average price of $50.47 for 128,117.00 shares. Based on historical transaction data and ICSH's current price of $50.55, Boulder Wealth Advisors, LLC's estimated gain on his ICSH holdings is $64,078.96, reflecting a 0.38% gain to date.
Boulder Wealth Advisors, LLC ICSH ($50.55) Holding Chart
Boulder Wealth Advisors, LLC ICSH ($50.55) 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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