Belpointe Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
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|
2025
Q1 | $245K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $208 | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $150K | Sell |
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|
2022
Q4 | $384K | Sell |
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|
2022
Q3 | $390K | Sell |
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|
2022
Q2 | $488K | Sell |
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|
2022
Q1 | $672K | Sell |
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|
2021
Q4 | $1.13M | Buy |
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|
2021
Q3 | $803K | Buy |
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