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Centerline Wealth Advisors’s iShares Convertible Bond ETF ICVT Stock Holding History

Centerline Wealth Advisors’s Portfolio ICVT Stock Details ICVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.77M Buy
64,051
+243
+0.4% +$21.9K 2.83% 17
2025
Q1 		$5.33M Sell
63,808
-1,030
-2% -$86.1K 3.18% 13
2024
Q4 		$5.51M Buy
+64,838
New +$5.51M 3.23% 13