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

Dynasty Wealth Management’s Portfolio ICVT Stock Details ICVT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$12.5M	Buy
2025 Q3	$2.47M	Buy
2025 Q2	$1.94M	Sell
2025 Q1	$2.03M	Buy
2024 Q4	$1.4M	Buy
2024 Q3	–	Sell
2024 Q2	$230K	Buy