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BMS Financial Advisors’s iShares Convertible Bond ETF ICVT Stock Holding History

BMS Financial Advisors’s Portfolio ICVT Stock Details ICVT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-8,122
Closed -$560K – 105
2022
Q3 		$560K Buy
+8,122
New +$560K 0.39% 47
2022
Q2 		– Sell
-2,651
Closed -$221K – 104
2022
Q1 		$221K Buy
+2,651
New +$221K 0.14% 102