Braun-Bostich & Associates’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
$391K Sell
4,339
-1,162
-21% -$105K 0.27% 69
2025
Q1
$460K Sell
5,501
-171
-3% -$14.3K 0.34% 61
2024
Q4
$482K Buy
5,672
+1,474
+35% +$125K 0.35% 54
2024
Q3
$351K Buy
4,198
+155
+4% +$13K 0.24% 69
2024
Q2
$318K Buy
+4,043
New +$318K 0.24% 76