CFS Investment Advisory Services’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
Q2 | $1.43M | Sell |
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|
2025
Q1 | $2.09M | Buy |
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|
2024
Q4 | $2.12M | Buy |
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|
2024
Q3 | $1.44M | Buy |
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|
2024
Q2 | $1.31M | Buy |
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|
2024
Q1 | $1.09M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.79M | Sell |
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|
2022
Q3 | $2.85M | Buy |
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|
2022
Q2 | $4.2M | Sell |
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|
2022
Q1 | $3K | Buy |
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|
2021
Q4 | $256K | Buy |
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