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Lucia Wealth Services’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Lucia Wealth Services’s Portfolio ICSH Stock Details ICSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		$223K Hold
4,400
– – 0.05% 116
2020
Q2 		$222K Hold
4,400
– – 0.06% 119
2020
Q1 		$220K Hold
4,400
– – 0.07% 131
2019
Q4 		$221K Buy
+4,400
New +$221K 0.07% 112