Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.47M | Hold |
|
|||||
|
2023
Q1 | $2.35M | Sell |
|
|||||
|
2022
Q4 | $2.31M | Sell |
|
|||||
|
2022
Q3 | $2.44M | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $3.03M | Buy |
|
|||||
|
2021
Q4 | $3.23M | Buy |
|
|||||
|
2021
Q3 | $2.69M | Buy |
|
|||||
|
2021
Q2 | $2.32M | Buy |
|
|||||
|
2021
Q1 | $2.17M | Sell |
|
|||||
|
2020
Q4 | $2.15M | Sell |
|
|||||
|
2020
Q3 | $1.81M | Sell |
|
|||||
|
2020
Q2 | $1.63M | Sell |
|
|||||
|
2020
Q1 | $1.28M | Buy |
|
|||||
|
2019
Q4 | $406K | Buy |
|