BWM
BCGM Wealth Management’s iShares Convertible Bond ETF ICVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Sell |
4,851
-1,836
| -27% | -$165K | 0.12% | 112 |
|
|
2025
Q1 | $559K | Buy |
6,687
+89
| +1% | +$7.44K | 0.17% | 97 |
|
|
2024
Q4 | $561K | Buy |
6,598
+2,350
| +55% | +$200K | 0.18% | 92 |
|
|
2024
Q3 | $355K | Sell |
4,248
-91
| -2% | -$7.61K | 0.12% | 116 |
|
|
2024
Q2 | $341K | Buy |
4,339
+1,092
| +34% | +$85.9K | 0.12% | 114 |
|
|
2024
Q1 | $259K | Buy |
+3,247
| New | +$259K | 0.09% | 127 |
|