Cyndeo Wealth Partners’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	$474K	Sell	5,263 -353	-6%	-$31.8K	0.03%	316
2025 Q1	$470K	Buy	5,616 +1,195	+27%	+$99.9K	0.03%	308
2024 Q4	$376K	Buy	4,421 +1,539	+53%	+$131K	0.03%	338
2024 Q3	$241K	Buy	+2,882	New	+$241K	0.02%	410