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 |
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2025
Q1 | $414K | Sell |
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|
2024
Q4 | $436K | Sell |
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|
2024
Q3 | $439K | Buy |
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|
2024
Q2 | $381K | Buy |
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|
2024
Q1 | $381K | Buy |
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|
2023
Q4 | $370K | Buy |
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|
2023
Q3 | $348K | Buy |
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|
2023
Q2 | $321K | Buy |
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|
2023
Q1 | $264K | Buy |
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|
2022
Q4 | $228K | Buy |
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|
2022
Q3 | $219K | Sell |
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|
2022
Q2 | $260K | Sell |
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|
2022
Q1 | $316K | Sell |
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|
2021
Q4 | $342K | Buy |
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