Comprehensive 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
Q2 | $856K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $645K | Buy |
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|
2023
Q4 | $580K | Sell |
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|
2023
Q3 | $1.69M | Sell |
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|
2023
Q2 | $3.16M | Buy |
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|
2023
Q1 | $2.52M | Buy |
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|
2022
Q4 | $1.89M | Buy |
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|
2022
Q3 | $1.16M | Sell |
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|
2022
Q2 | $1.19M | Sell |
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|
2022
Q1 | $1.46M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.07M | Buy |
|