Goldstein 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
Q3
$202K Buy
2025
Q2
Sell
2025
Q1
$358K Sell
2024
Q4
$365K Buy
2024
Q3
$203K Buy