SWM Advisors ICSH Holdings History
SWM Advisors's iShares Ultra Short Duration Bond Active ETF Holding Summary
As of 2022-09-30, SWM Advisors held 133,095.00 shares of iShares Ultra Short Duration Bond Active ETF(ICSH), totaling $6.66 Mil. This investment constitutes 6.27% of their stock portfolio, and SWM Advisors now holds 0.09% of the outstanding iShares Ultra Short Duration Bond Active ETF(ICSH) stock.
The initial trade took place in 2022Q1. And since then SWM Advisors has made 3 purchases of ICSH, at an average price of $50.23, for a total of 133,095.00 shares. Based on historical transaction data and ICSH's current price of $50.61, SWM Advisors's estimated gain on his ICSH holdings is $50,414.31, reflecting a 0.75% gain to date.
SWM Advisors ICSH ($50.61) Holding Chart
SWM Advisors ICSH ($50.61) 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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