Independent Wealth Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
|||||
|
2025
Q4 | $646K | Sell |
|
|||||
|
2025
Q3 | $718K | Sell |
|
|||||
|
2025
Q2 | $647K | Buy |
|
|||||
|
2025
Q1 | $567K | Sell |
|
|||||
|
2024
Q4 | $588K | Sell |
|
|||||
|
2024
Q3 | $585K | Sell |
|
|||||
|
2024
Q2 | $562K | Buy |
|
|||||
|
2024
Q1 | $568K | Sell |
|
|||||
|
2023
Q4 | $564K | Buy |
|
|||||
|
2023
Q3 | $406K | Sell |
|
|||||
|
2023
Q2 | $420K | Buy |
|
|||||
|
2023
Q1 | $325K | Sell |
|
|||||
|
2022
Q4 | $332K | Buy |
|
|||||
|
2022
Q3 | $326K | Buy |
|
|||||
|
2022
Q2 | $297K | Buy |
|
|||||
|
2022
Q1 | $324K | Buy |
|
|||||
|
2021
Q4 | $325K | Sell |
|
|||||
|
2021
Q3 | $426K | Buy |
|