TPG Financial 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
2023
Q4
$273K Sell
5,423
-530
-9% -$26.7K 0.14% 55
2023
Q3
$300K Buy
+5,953
New +$300K 0.16% 48