BlueStem Wealth Partners’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	$11.1M	Sell	123,186 -75,330	-38%	-$6.79M	1.36%	16
2025 Q1	$16.6M	Buy	198,516 +165,825	+507%	+$13.9M	2.26%	14
2024 Q4	$2.78M	Buy	+32,691	New	+$2.78M	0.36%	31