Hohimer Wealth Management’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
Q2 | $1.35M | Hold |
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|
2025
Q1 | $1.26M | Hold |
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|
2024
Q4 | $1.28M | Hold |
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|
2024
Q3 | $1.26M | Hold |
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|
2024
Q2 | $1.18M | Hold |
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|
2024
Q1 | $1.2M | Sell |
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|
2023
Q4 | $1.18M | Hold |
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|
2023
Q3 | $1.12M | Sell |
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|
2023
Q2 | $1.55M | Sell |
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|
2023
Q1 | $1.48M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $3.18M | Sell |
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|
2022
Q2 | $3.6M | Sell |
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|
2022
Q1 | $4.32M | Buy |
|