Global Retirement Partners’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
Q3 | $273K | Buy |
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2025
Q2 | $217K | Buy |
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|
2024
Q4 | $264K | Buy |
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|
2024
Q3 | $145K | Buy |
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|
2024
Q2 | $66.3K | Sell |
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|
2024
Q1 | $156K | Buy |
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|
2023
Q4 | $146K | Buy |
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|
2023
Q3 | $39.5K | Sell |
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|
2023
Q2 | $70.2K | Sell |
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|
2023
Q1 | $68.5K | Sell |
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|
2022
Q4 | $316K | Buy |
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|
2022
Q3 | $236K | Sell |
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|
2022
Q2 | $313K | Buy |
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|
2022
Q1 | $244K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $70K | Sell |
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|
2021
Q2 | $80K | Sell |
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|
2021
Q1 | $84K | Buy |
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|
2020
Q4 | $14K | Sell |
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|
2020
Q3 | $24K | Buy |
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