Congress Wealth Management’s iShares Convertible Bond ETF ICVT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.22M	Buy	35,684 +180	+0.5%	+$16.2K	0.03%	475
2025 Q1	$2.97M	Buy	+35,504	New	+$2.97M	0.04%	419