Insight Wealth Strategies’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
Q3 | – | Sell |
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|
2025
Q2 | $21.9M | Buy |
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2025
Q1 | $10.8M | Buy |
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2024
Q4 | $10.8M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $216K | Sell |
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|
2021
Q3 | $560K | Sell |
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|
2021
Q2 | $584K | Buy |
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|
2021
Q1 | $532K | Sell |
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|
2020
Q4 | $538K | Sell |
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|
2020
Q3 | $469K | Sell |
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|
2020
Q2 | $494K | Sell |
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|
2020
Q1 | $390K | Sell |
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|
2019
Q4 | $617K | Buy |
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|
2019
Q3 | $425K | Buy |
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