Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s iShares Convertible Bond ETF ICVT Stock Holding History

Envestnet Portfolio Solutions’s Portfolio ICVT Stock Details ICVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$8.73M Sell
2025
Q1 		$12.6M Sell
2024
Q4 		$15.5M Buy
2024
Q3 		$10.6M Buy
2024
Q2 		$9.73M Buy
2024
Q1 		$9.12M Buy
2023
Q4 		$1.32M Buy
2023
Q3 		$746K Buy