Capital Analysts LLC’s iShares Convertible Bond ETF ICVT Stock Holding History

Capital Analysts LLC’s Portfolio ICVT Stock Details ICVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$557K	Buy
2025 Q2	$398K	Buy
2025 Q1	$369K	Buy
2024 Q4	$364K	Buy
2024 Q3	$195K	Buy
2024 Q2	$94K	Buy
2024 Q1	$6K	Buy
2023 Q1	–	Sell
2022 Q4	$153K	Buy
2022 Q3	$133K	Sell
2022 Q2	$136K	Buy