GeoWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.7K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $967K | Buy |
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|
2024
Q4 | $46.5K | Sell |
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|
2024
Q3 | $744K | Buy |
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|
2024
Q2 | $254K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $14.1M | Buy |
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|
2023
Q3 | $7.02M | Buy |
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|
2023
Q2 | $1.84M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $14.9M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2.47M | Buy |
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