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Barnes Wealth Management Group’s iShares Convertible Bond ETF ICVT Stock Holding History

Barnes Wealth Management Group’s Portfolio ICVT Stock Details ICVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$277K Sell
3,070
-213
-6% -$19.2K 0.16% 122
2025
Q1 		$274K Buy
3,283
+134
+4% +$11.2K 0.18% 114
2024
Q4 		$268K Buy
+3,149
New +$268K 0.18% 114