Financial Gravity Asset Management’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
Q1 | $6.69M | Buy |
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|
2024
Q2 | $6.31M | Sell |
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|
2024
Q1 | $11.8M | Sell |
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|
2023
Q4 | $90.6M | Buy |
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|
2023
Q3 | $85M | Buy |
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|
2023
Q2 | $4.78K | Buy |
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|
2023
Q1 | $2.77K | Buy |
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|
2022
Q4 | $11.1K | Buy |
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|
2022
Q3 | $1.15K | Sell |
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|
2022
Q2 | $2.25K | Buy |
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|
2022
Q1 | $1.37K | Sell |
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|
2021
Q4 | $1.95K | Buy |
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|
2021
Q3 | $2.44M | Sell |
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|
2021
Q2 | $3.79M | Buy |
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|
2021
Q1 | $3.48K | Buy |
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|
2020
Q4 | $2.49M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.78K | Buy |
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|
2019
Q4 | $63K | Sell |
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|
2019
Q3 | $3K | Sell |
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|
2019
Q2 | $7K | Sell |
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|
2019
Q1 | $20K | Buy |
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|
2018
Q3 | $19K | Buy |
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|
2018
Q2 | $19K | Buy |
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|
2018
Q1 | $13K | Buy |
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