Centurion Wealth Management’s iShares Convertible Bond ETF ICVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $836K | Sell |
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|
2025
Q2 | $785K | Sell |
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|
2025
Q1 | $898K | Hold |
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|
2024
Q4 | $898K | Buy |
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|
2024
Q3 | $798K | Buy |
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|
2024
Q1 | $793K | Buy |
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|
2023
Q4 | $568K | Buy |
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|
2023
Q3 | $515K | Buy |
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|
2023
Q2 | $501K | Buy |
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|
2023
Q1 | $442K | Sell |
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|
2022
Q4 | $1.02M | Buy |
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