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

Adams Wealth Management’s Portfolio ICVT Stock Details ICVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$14.8M	Sell
2025 Q1	$14.4M	Sell
2024 Q4	$15M	Buy
2024 Q3	$13.5M	Buy
2024 Q2	$12.1M	Buy
2024 Q1	$11.4M	Buy
2023 Q4	$9.75M	Buy
2023 Q3	$8.81M	Buy
2023 Q2	$8.97M	Buy
2023 Q1	$8.17M	Buy