Ehrlich Financial Group’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	$262K	Sell	2,907 -629	-18%	-$56.7K	0.17%	90
2025 Q1	$296K	Buy	3,536 +15	+0.4%	+$1.25K	0.22%	85
2024 Q4	$299K	Buy	3,521 +636	+22%	+$54K	0.21%	84
2024 Q3	$241K	Buy	2,885 +300	+12%	+$25.1K	0.17%	90
2024 Q2	$203K	Buy	+2,585	New	+$203K	0.16%	99