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Exencial Wealth Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Exencial Wealth Advisors’s Portfolio ICSH Stock Details ICSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-15,782
Closed -$795K – 493
2023
Q4 		$795K Buy
+15,782
New +$795K 0.03% 283