KWA
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Kingswood Wealth Advisors’s iShares Convertible Bond ETF ICVT Stock Holding History

Kingswood Wealth Advisors’s Portfolio ICVT Stock Details ICVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,158
Closed -$268K – 773
2024
Q4 		$268K Buy
+3,158
New +$268K 0.02% 644