Wipfli 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
2022
Q3
$487K Buy
9,742
+2,349
+32% +$117K 0.03% 227
2022
Q2
$370K Hold
7,393
0.04% 67
2022
Q1
$371K Buy
+7,393
New +$371K 0.04% 69