Foundations Investment 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 | $7.51M | Sell |
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|
2025
Q1 | $7.66M | Buy |
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|
2024
Q4 | $6.52M | Buy |
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|
2024
Q3 | $4.54M | Buy |
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|
2024
Q2 | $3.68M | Buy |
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|
2024
Q1 | $3.46M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.05M | Sell |
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|
2022
Q4 | $5.3M | Buy |
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|
2022
Q3 | $5.17M | Buy |
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|
2022
Q2 | $3.5M | Buy |
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|
2022
Q1 | $1.37M | Buy |
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|
2021
Q4 | $285K | Buy |
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|
2021
Q3 | $234K | Sell |
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|
2021
Q2 | $239K | Buy |
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|
2021
Q1 | $225K | Sell |
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|
2020
Q4 | $244K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $686K | Buy |
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