EverSource Wealth Advisors’s iShares Convertible Bond ETF ICVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.3K | Sell |
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|
2025
Q1 | $72.6K | Buy |
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|
2024
Q4 | $25.3K | Sell |
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|
2024
Q3 | $36.6K | Buy |
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|
2024
Q2 | $25.9K | Buy |
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|
2024
Q1 | $8.01K | Buy |
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|
2023
Q4 | $1.04K | Hold |
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|
2023
Q3 | $965 | Hold |
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|
2023
Q2 | $993 | Hold |
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|
2023
Q1 | $944 | Sell |
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|
2022
Q4 | $40.9K | Buy |
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|
2022
Q3 | $35K | Sell |
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|
2022
Q2 | $49K | Buy |
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|
2022
Q1 | $5K | Buy |
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