Keystone Financial Services (Colorado)’s iShares Convertible Bond ETF ICVT Stock Holding History

Keystone Financial Services (Colorado)’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	$319K	Sell
2025 Q2	$299K	Sell
2025 Q1	$507K	Buy
2024 Q4	$274K	Buy
2024 Q3	$256K	Sell
2024 Q2	$245K	Buy
2024 Q1	$233K	Buy
2022 Q4	–	Sell
2022 Q3	$1.18M	Buy
2022 Q2	$1.21M	Buy