OFC 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
2025 Q2	$4.12M	Sell	81,274 -5,790	-7%	-$294K	4.38%	4
2025 Q1	$4.41M	Sell	87,064 -11,646	-12%	-$590K	4.99%	4
2024 Q4	$4.98M	Buy	+98,710	New	+$4.98M	5.25%	4