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

Icon Wealth Advisors’s Portfolio ICVT Stock Details ICVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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