Compass Financial Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$332K Hold
2022
Q4
$330K Hold
2022
Q3
$330K Hold
2022
Q2
$330K Hold
2022
Q1
$331K Hold
2021
Q4
$333K Buy