Cypress Wealth Services’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
2020
Q4
Hold
0
291
2020
Q3
Sell
-8,861
Closed -$448K 106
2020
Q2
$448K Buy
8,861
+4
+0% +$202 0.11% 156
2020
Q1
$442K Sell
8,857
-1,723
-16% -$86K 0.13% 134
2019
Q4
$532K Buy
+10,580
New +$532K 0.13% 127