Able Wealth Management’s iShares Convertible Bond ETF ICVT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$599K Buy
6,647
+3,192
+92% +$288K 0.3% 56
2025
Q1
$289K Buy
+3,455
New +$289K 0.17% 80