B. Riley Wealth Advisors’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
Q3 | $4.51M | Buy |
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|
2025
Q2 | $2.28M | Buy |
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|
2024
Q4 | $2.38M | Sell |
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|
2024
Q3 | $2.57M | Sell |
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|
2024
Q2 | $2.59M | Sell |
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|
2024
Q1 | $3.15M | Sell |
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|
2023
Q4 | $4.05M | Buy |
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|
2023
Q3 | $3.15M | Buy |
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|
2023
Q2 | $1.98M | Sell |
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|
2023
Q1 | $1.98M | Sell |
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|
2022
Q4 | $3.25M | Buy |
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|
2022
Q3 | $2.21M | Sell |
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|
2022
Q2 | $2.91M | Sell |
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|
2022
Q1 | $5.13M | Buy |
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|
2021
Q4 | $5.25M | Buy |
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|
2021
Q3 | $5.76M | Sell |
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|
2021
Q2 | $5.94M | Sell |
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|
2021
Q1 | $5.77M | Buy |
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|
2020
Q4 | $725K | Buy |
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|
2020
Q3 | $602K | Buy |
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|
2020
Q2 | $494K | Sell |
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|
2020
Q1 | $379K | Sell |
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|
2019
Q4 | $442K | Buy |
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|
2019
Q3 | $409K | Sell |
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|
2019
Q2 | $421K | Buy |
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|
2019
Q1 | $409K | Sell |
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|
2018
Q4 | $460K | Sell |
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|
2018
Q3 | $535K | Buy |
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|
2018
Q2 | $496K | Buy |
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|
2018
Q1 | $260K | Buy |
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