KFG Wealth Management’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
2025 Q2	$1.61M	Sell	17,906 -4,531	-20%	-$408K	0.26%	56
2025 Q1	$1.88M	Sell	22,437 -9,101	-29%	-$761K	0.34%	48
2024 Q4	$2.68M	Buy	+31,538	New	+$2.68M	0.5%	37