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

Icon Wealth Advisors’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	$306K	Buy
2025 Q3	$195K	Sell
2025 Q2	$324K	Sell
2025 Q1	$385K	Buy
2024 Q4	$283K	Buy
2024 Q3	$255K	Buy
2024 Q2	$233K	Buy
2024 Q1	$176K	Buy
2022 Q4	$2.45M	Sell
2022 Q3	$2.54M	Buy