DHJJ Financial Advisors’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 | $91 | Hold |
1
| – | – | ﹤0.01% | 941 |
|
|
2025
Q1 | $84 | Hold |
1
| – | – | ﹤0.01% | 897 |
|
|
2024
Q4 | $85 | Hold |
1
| – | – | ﹤0.01% | 867 |
|
|
2024
Q3 | $84 | Hold |
1
| – | – | ﹤0.01% | 845 |
|
|
2024
Q2 | $79 | Hold |
1
| – | – | ﹤0.01% | 803 |
|
|
2024
Q1 | $80 | Hold |
1
| – | – | ﹤0.01% | 784 |
|
|
2023
Q4 | $79 | Hold |
1
| – | – | ﹤0.01% | 776 |
|
|
2023
Q3 | $75 | Buy |
+1
| New | +$75 | ﹤0.01% | 778 |
|