GoalFusion 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
2023 Q1	–	Sell	-7,035	Closed	-$354K	–	23
2022 Q4	$354K	Sell	7,035 -5,200	-43%	-$262K	0.29%	13
2022 Q3	$612K	Buy	12,235 +4,235	+53%	+$212K	0.58%	11
2022 Q2	$400K	Hold	8,000	–	–	0.37%	11
2022 Q1	$401K	Buy	+8,000	New	+$401K	0.35%	12