BCU Wealth Advisors’s iShares Convertible Bond ETF ICVT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$251K	Sell	2,788 -564	-17%	-$50.8K	0.11%	53
2025 Q1	$280K	Buy	3,352 +119	+4%	+$9.95K	0.15%	43
2024 Q4	$275K	Buy	3,233 +755	+30%	+$64.2K	0.16%	44
2024 Q3	$207K	Buy	+2,478	New	+$207K	0.12%	49