Avior 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
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|
2025
Q1 | $212K | Hold |
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|
2024
Q4 | $215K | Hold |
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|
2024
Q3 | $212K | Sell |
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|
2024
Q2 | $250K | Sell |
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|
2024
Q1 | $347K | Buy |
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|
2023
Q4 | $23.6K | Hold |
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|
2023
Q3 | $22.3K | Sell |
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|
2023
Q2 | $26.1K | Hold |
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|
2023
Q1 | $24.8K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $8K | Buy |
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