HFA
HC Financial Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $94K | Sell |
1,888
-19,942
| -91% | -$993K | 0.06% | 101 |
|
|
2022
Q1 | $1.1M | Sell |
21,830
-1,515
| -6% | -$76K | 0.65% | 56 |
|
|
2021
Q4 | $1.18M | Sell |
23,345
-5,631
| -19% | -$284K | 0.65% | 53 |
|
|
2021
Q3 | $1.46M | Buy |
28,976
+257
| +0.9% | +$13K | 0.88% | 43 |
|
|
2021
Q2 | $1.45M | Buy |
28,719
+7,142
| +33% | +$361K | 0.85% | 43 |
|
|
2021
Q1 | $1.09M | Sell |
21,577
-288
| -1% | -$14.5K | 0.66% | 51 |
|
|
2020
Q4 | $1.11M | Buy |
21,865
+8,350
| +62% | +$422K | 0.71% | 48 |
|
|
2020
Q3 | $683K | Buy |
+13,515
| New | +$683K | 0.49% | 59 |
|