Investment Planning Advisors’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 Q2	$404K	Sell	7,976 -2,824	-26%	-$143K	0.14%	57
2025 Q1	$548K	Buy	10,800 +415	+4%	+$21K	0.22%	47
2024 Q4	$524K	Sell	10,385 -1,035	-9%	-$52.2K	0.23%	44
2024 Q3	$577K	Hold	11,420	–	–	0.29%	41
2024 Q2	$577K	Buy	+11,420	New	+$577K	0.29%	41