Ishares Tr liquid inc etf shares owned by UMA Financial Services
Quarter-by-quarter ownership of Ishares Tr liquid inc etf (ICSH) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Ishares Tr liquid inc etf
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Quarterly reported holdings in Ishares Tr liquid inc etf by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $606k | 12k | 50.75 |
| 2025-06-30 | $620k | 12k | 50.71 |
| 2025-03-31 | $636k | 13k | 50.70 |
| 2024-12-31 | $50k | 1.0k | 50.43 |
| 2023-09-30 | $611k | 12k | 50.25 |
| 2023-06-30 | $1.0M | 20k | 50.11 |
| 2023-03-31 | $1.6M | 32k | 50.19 |
| 2022-12-31 | $1.6M | 32k | 50.23 |
| 2022-09-30 | $1.7M | 34k | 49.94 |
| 2022-06-30 | $1.7M | 34k | 50.03 |
| 2022-03-31 | $2.6M | 52k | 50.08 |
| 2021-12-31 | $2.1M | 43k | 50.38 |
| 2021-09-30 | $2.1M | 42k | 50.47 |
| 2021-06-30 | $2.6M | 52k | 50.51 |
| 2021-03-31 | $2.9M | 57k | 50.51 |
| 2020-12-31 | $2.9M | 57k | 50.51 |
| 2020-09-30 | $2.7M | 53k | 50.50 |
| 2020-06-30 | $1.1M | 22k | 50.56 |
| 2020-03-31 | $902k | 18k | 50.28 |
| 2019-12-31 | $646k | 13k | 50.37 |
| 2019-09-30 | $602k | 12k | 50.40 |