Burt Wealth Advisors ICSH Holdings History
Burt Wealth Advisors's iShares Ultra Short Duration Bond Active ETF Holding Summary
As of 2025-06-30, Burt Wealth Advisors held 18,358.00 shares of iShares Ultra Short Duration Bond Active ETF(ICSH), totaling $930,930.00. This investment constitutes 0.21% of their stock portfolio, and Burt Wealth Advisors now holds 0.02% of the outstanding iShares Ultra Short Duration Bond Active ETF(ICSH) stock.
The initial trade took place in 2021Q2. And since then Burt Wealth Advisors has made 5 purchases of ICSH, at an average price of $50.51, for a total of 263,209.00 shares. In addition, there have been 4 sales at an average price of $49.85 for 244,851.00 shares. Based on historical transaction data and ICSH's current price of $50.62, Burt Wealth Advisors's estimated gain on his ICSH holdings is $-158,804.81, reflecting a -1.19% gain to date.
Burt Wealth Advisors ICSH ($50.62) Holding Chart
Burt Wealth Advisors 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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