Arkadios 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
$265K Sell
2,941
-59
-2% -$5.32K 0.01% 1074
2025
Q1
$251K Buy
3,000
+594
+25% +$49.7K 0.01% 967
2024
Q4
$204K Buy
+2,406
New +$204K 0.01% 853
2021
Q4
Sell
-955
Closed -$95K 1122
2021
Q3
$95K Sell
955
-25
-3% -$2.49K 0.01% 700
2021
Q2
$99K Buy
980
+580
+145% +$58.6K 0.01% 721
2021
Q1
$39K Buy
400
+300
+300% +$29.3K 0.01% 759
2020
Q4
$9K Buy
+100
New +$9K ﹤0.01% 995