Aletheian 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 | $636K | Buy |
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2025
Q1 | $582K | Buy |
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|
2024
Q4 | $498K | Sell |
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2024
Q3 | $512K | Sell |
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|
2024
Q2 | $511K | Buy |
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|
2024
Q1 | $458K | Sell |
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|
2023
Q4 | $452K | Buy |
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|
2023
Q3 | $410K | Buy |
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|
2023
Q2 | $408K | Buy |
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|
2023
Q1 | $370K | Buy |
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|
2022
Q4 | $250K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $274K | Buy |
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