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

Keystone Wealth Services’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 Q2	$1.02M	Buy
2025 Q1	$947K	Sell
2024 Q4	$1.04M	Buy
2023 Q1	–	Sell
2022 Q4	$413K	Sell
2022 Q3	$429K	Sell
2022 Q2	$570K	Buy