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Goldstein Advisors’s iShares Convertible Bond ETF ICVT Stock Holding History

Goldstein Advisors’s Portfolio ICVT Stock Details ICVT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,277
Closed -$358K – 216
2025
Q1 		$358K Sell
4,277
-15
-0.3% -$1.25K 0.05% 122
2024
Q4 		$365K Buy
4,292
+1,864
+77% +$158K 0.05% 112
2024
Q3 		$203K Buy
+2,428
New +$203K 0.03% 174