Heritage Wealth Management (Arizona)’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
2022 Q3	–	Sell	-4,605	Closed	-$230K	–	1054
2022 Q2	$230K	Hold	4,605	–	–	0.08%	209
2022 Q1	$231K	Buy	+4,605	New	+$231K	0.06%	246