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Hall Private Wealth Advisors’s iShares Convertible Bond ETF ICVT Stock Holding History

Hall Private Wealth Advisors’s Portfolio ICVT Stock Details ICVT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.04M Hold
14,033
– – 0.7% 23
2023
Q2 		$1.07M Hold
14,033
– – 0.58% 28
2023
Q1 		$1.02M Hold
14,033
– – 0.53% 35
2022
Q4 		$975K Buy
+14,033
New +$975K 0.55% 30