Novak Financial Planning’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
2021
Q2
$7.75M Buy
153,411
+3,408
+2% +$172K 3.79% 4
2021
Q1
$7.58M Buy
150,003
+11,356
+8% +$574K 4.16% 4
2020
Q4
$7M Buy
+138,647
New +$7M 4.12% 4