IFWM
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Institute for Wealth Management’s iShares Convertible Bond ETF ICVT Stock Holding History

Institute for Wealth Management’s Portfolio ICVT Stock Details ICVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-100
Closed -$6K – 498
2019
Q4 		$6K Buy
+100
New +$6K ﹤0.01% 621