Cape Investment Advisory’s iShares Convertible Bond ETF ICVT Stock Holding History

Cape Investment Advisory’s Portfolio ICVT Stock Details ICVT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$31.8K	Sell
2025 Q1	$29.7K	Buy
2024 Q4	$11.1K	Buy
2024 Q3	$8.62K	Hold
2024 Q2	$8.1K	Buy
2024 Q1	$5.59K	Buy
2023 Q4	$314	Sell
2023 Q3	$15.5K	Buy
2023 Q2	$15.3K	Hold
2023 Q1	$14.5K	Buy