Arkadios Wealth Advisors’s iShares Convertible Bond ETF ICVT Stock Holding History

Arkadios Wealth Advisors’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	$265K	Sell
2025 Q1	$251K	Buy
2024 Q4	$204K	Buy
2021 Q4	–	Sell
2021 Q3	$95K	Sell
2021 Q2	$99K	Buy
2021 Q1	$39K	Buy
2020 Q4	$9K	Buy