Aspire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3M | Sell |
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|
2024
Q2 | $2.9M | Sell |
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|
2024
Q1 | $2.96M | Sell |
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|
2023
Q4 | $2.92M | Buy |
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|
2023
Q3 | $2.75M | Buy |
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|
2023
Q2 | $2.72M | Buy |
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|
2023
Q1 | $2.58M | Sell |
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|
2022
Q4 | $2.56M | Sell |
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|
2022
Q3 | $3M | Buy |
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|
2022
Q2 | $2.97M | Buy |
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|
2022
Q1 | $3.55M | Buy |
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|
2021
Q4 | $3.52M | Buy |
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