Dopkins Wealth Management’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
2025
Q1
Sell
-4,305
Closed -$217K 87
2024
Q4
$217K Hold
4,305
0.11% 78
2024
Q3
$218K Hold
4,305
0.18% 56
2024
Q2
$218K Hold
4,305
0.13% 74
2024
Q1
$218K Buy
+4,305
New +$218K 0.13% 71