Medallion Wealth Advisors, LLC’s iShares Convertible Bond ETF ICVT Stock Holding History

Medallion Wealth Advisors, LLC’s Portfolio ICVT Stock Details ICVT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$887	Hold
2025 Q3	$900	Hold
2025 Q2	$804	Hold
2025 Q1	$754	Hold
2024 Q4	$765	Buy