Acorn Wealth Advisors’s iShares Convertible Bond ETF ICVT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$390K Sell
2025
Q1
$414K Sell
2024
Q4
$436K Sell
2024
Q3
$439K Buy
2024
Q2
$381K Buy
2024
Q1
$381K Buy
2023
Q4
$370K Buy
2023
Q3
$348K Buy
2023
Q2
$321K Buy
2023
Q1
$264K Buy
2022
Q4
$228K Buy
2022
Q3
$219K Sell
2022
Q2
$260K Sell
2022
Q1
$316K Sell
2021
Q4
$342K Buy