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Client First Investment Management’s iShares Convertible Bond ETF ICVT Stock Holding History

Client First Investment Management’s Portfolio ICVT Stock Details ICVT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-42,595
Closed -$3.62M – 19
2024
Q4 		$3.62M Buy
42,595
+31,120
+271% +$2.64M 2.33% 7
2024
Q3 		$960K Buy
+11,475
New +$960K 0.73% 15