Number of Shares
87,064.00
Current Holdings Value*
$4.41 Mil
% of Portfolio
4.99%
Total Estimate Gain
$3,831.94
% of Total Estimate Gain
0.08%

OFC FINANCIAL PLANNING, LLC's iShares Ultra Short Duration Bond Active ETF Holding Summary

As of 2025-03-31, OFC FINANCIAL PLANNING, LLC held 87,064.00 shares of iShares Ultra Short Duration Bond Active ETF(ICSH), totaling $4.41 Mil. This investment constitutes 4.99% of their stock portfolio, and OFC FINANCIAL PLANNING, LLC now holds 0.07% of the outstanding iShares Ultra Short Duration Bond Active ETF(ICSH) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $50.57 for 11,646.00 shares. Based on historical transaction data and ICSH's current price of $50.58, OFC FINANCIAL PLANNING, LLC's estimated gain on his ICSH holdings is $3,831.94, reflecting a 0.08% gain to date.

OFC FINANCIAL PLANNING, LLC ICSH ($50.58) Holding Chart

OFC FINANCIAL PLANNING, LLC ICSH ($50.58) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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