Heritage Wealth Management (Arizona)’s iShares Convertible Bond ETF ICVT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$36.4K	Buy	524 +282	+117%	+$19.6K	0.01%	556
2022 Q3	$17K	Buy	242 +48	+25%	+$3.37K	0.01%	564
2022 Q2	$13.5K	Buy	194 +136	+234%	+$9.43K	﹤0.01%	619
2022 Q1	$5K	Buy	+58	New	+$5K	﹤0.01%	799