Gries Financial’s iShares Convertible Bond ETF ICVT Stock Holding History

Gries Financial’s Portfolio ICVT Stock Details ICVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.13M	Buy
2025 Q1	$937K	Buy
2024 Q4	$944K	Buy
2024 Q3	$770K	Buy
2024 Q2	$527K	Buy
2024 Q1	$448K	Buy
2023 Q1	–	Sell
2022 Q4	$3.66M	Buy
2022 Q3	$3.43M	Buy
2022 Q2	–	Sell
2022 Q1	$799K	Buy