Dynasty 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	$1.94M	Sell	21,585 -2,643	-11%	-$238K	0.03%	86
2025 Q1	$2.03M	Buy	24,228 +7,756	+47%	+$648K	0.03%	90
2024 Q4	$1.4M	Buy	+16,472	New	+$1.4M	0.02%	121
2024 Q3	–	Sell	-2,926	Closed	-$230K	–	244
2024 Q2	$230K	Buy	+2,926	New	+$230K	0.01%	228