Cedar Brook Financial Partners’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-14,252
| Closed | -$713K | – | 379 |
|
|
2022
Q3 | $713K | Buy |
14,252
+743
| +6% | +$37.2K | 0.23% | 115 |
|
|
2022
Q2 | $676K | Buy |
+13,509
| New | +$676K | 0.21% | 124 |
|
|
2021
Q1 | – | Sell |
-4,024
| Closed | -$203K | – | 329 |
|
|
2020
Q4 | $203K | Buy |
4,024
+7
| +0.2% | +$353 | 0.07% | 301 |
|
|
2020
Q3 | $203K | Buy |
+4,017
| New | +$203K | 0.08% | 273 |
|