Cerity Partners
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Cerity Partners’s iShares Convertible Bond ETF ICVT Stock Holding History

Cerity Partners’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 		$304K Sell
3,376
-3,757
-53% -$339K ﹤0.01% 2147
2025
Q1 		$596K Buy
7,133
+9
+0.1% +$752 ﹤0.01% 1663
2024
Q4 		$605K Buy
+7,124
New +$605K ﹤0.01% 1658