Golden State Wealth 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
Q2 | $124K | Buy |
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|
2025
Q1 | $114K | Sell |
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|
2024
Q4 | $118K | Buy |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $340K | Buy |
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|
2021
Q3 | $296K | Buy |
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|
2021
Q2 | $221K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $113K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $34K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $69K | Buy |
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|
2019
Q2 | $55K | Hold |
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|
2019
Q1 | $54K | Buy |
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