Atria Wealth Solutions’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 | $1.21M | Sell |
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|
2025
Q1 | $1.87M | Sell |
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|
2024
Q4 | $2.36M | Buy |
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|
2024
Q3 | $1.72M | Sell |
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|
2024
Q2 | $1.79M | Sell |
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|
2024
Q1 | $1.97M | Buy |
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|
2023
Q4 | $1.58M | Buy |
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|
2023
Q3 | $350K | Buy |
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|
2023
Q2 | $258K | Buy |
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|
2023
Q1 | $208K | Sell |
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|
2022
Q4 | $3.44M | Buy |
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|
2022
Q3 | $3.41M | Sell |
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|
2022
Q2 | $3.79M | Buy |
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|
2022
Q1 | $994K | Buy |
|