Arete Wealth Advisors’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
$221K Sell
2,450
-1,209
-33% -$109K 0.02% 665
2025
Q1
$306K Sell
3,659
-1,619
-31% -$135K 0.02% 516
2024
Q4
$449K Buy
+5,278
New +$449K 0.03% 440