Vertex Planning Partners’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	$2.36M	Buy	46,633 +2,065	+5%	+$105K	0.49%	41
2025 Q1	$2.26M	Buy	+44,568	New	+$2.26M	0.49%	38