Kestra Private Wealth Services’s iShares Convertible Bond ETF ICVT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,497
Closed -$327K 1111
2023
Q1
$327K Buy
4,497
+64
+1% +$4.65K 0.01% 756
2022
Q4
$308K Sell
4,433
-1,418
-24% -$98.5K 0.02% 663
2022
Q3
$403K Buy
+5,851
New +$403K 0.02% 554