Vertex Planning Partners, LLC ICSH Holdings History
Vertex Planning Partners, LLC's iShares Ultra Short Duration Bond Active ETF Holding Summary
As of 2025-03-31, Vertex Planning Partners, LLC held 44,568.00 shares of iShares Ultra Short Duration Bond Active ETF(ICSH), totaling $2.26 Mil. This investment constitutes 0.49% of their stock portfolio, and Vertex Planning Partners, LLC now holds 0.04% of the outstanding iShares Ultra Short Duration Bond Active ETF(ICSH) stock.
The initial trade took place in 2025Q1. And since then Vertex Planning Partners, LLC has made 1 purchases of ICSH, at an average price of $50.57, for a total of 44,568.00 shares. Based on historical transaction data and ICSH's current price of $50.64, Vertex Planning Partners, LLC's estimated gain on his ICSH holdings is $2,896.92, reflecting a 0.13% gain to date.
Vertex Planning Partners, LLC ICSH ($50.64) Holding Chart
Vertex Planning Partners, LLC ICSH ($50.64) 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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