Baystate 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
2023
Q3
Sell
2023
Q2
$7.72K Buy
2023
Q1
Sell
2022
Q4
$353K Buy
2022
Q3
$324K Sell
2022
Q2
$417K Buy
2022
Q1
$11K Buy
2021
Q1
Sell
2020
Q4
$3K Buy