WCFA
ULTR

Walkner Condon Financial Advisors’s IQ Ultra Short Duration ETF ULTR Stock Holding History

Walkner Condon Financial Advisors’s Portfolio ULTR Stock Details ULTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
2023
Q4 		$478K Hold
2023
Q3 		$477K Hold
2023
Q2 		$476K Sell
2023
Q1 		$896K Sell
2022
Q4 		$969K Hold
2022
Q3 		$966K Buy
2022
Q2 		$970K Hold
2022
Q1 		$981K Buy