Clear Perspectives Financial Planning’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	-37,048	Closed	-$1.85M	–	250
2022 Q3	$1.85M	Sell	37,048 -13,452	-27%	-$673K	0.91%	22
2022 Q2	$2.53M	Buy	+50,500	New	+$2.53M	0.99%	18