Bank of America
ICCT

Bank of America’s iCoreConnect ICCT Stock Holding History

Bank of America’s Portfolio ICCT Stock Details ICCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12
Closed -$27 – 8530
2025
Q1 		$27 Buy
12
+9
+300% +$15 ﹤0.01% 8078
2024
Q4 		$8 Sell
3
-1
-25% -$5 ﹤0.01% 8100
2024
Q3 		$27 Hold
4
– – ﹤0.01% 7921
2024
Q2 		$68 Buy
+4
New +$86 ﹤0.01% 7788
2023
Q4 		– Hold
0
– -$4 – 8100
2023
Q3 		– Hold
0
– – – 7678

Other funds holding ICCT

MWA
Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return