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Ishares Tr liquid inc etf shares owned by Wells Financial Advisors

Quarter-by-quarter ownership of Ishares Tr liquid inc etf (ICSH) shares owned by Wells Financial Advisors from 13F filings

Historical chart of Wells Financial Advisors investment in Ishares Tr liquid inc etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr liquid inc etf held by Wells Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr liquid inc etf by Wells Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $746k 15k 50.74
2024-06-30 $887k 18k 50.53
2024-03-31 $934k 19k 50.56
2023-09-30 $1.1M 23k 50.38
2023-06-30 $1.2M 23k 50.30
2023-03-31 $4.5M 89k 50.25
2022-12-31 $4.4M 89k 50.04