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Legacy Wealth Management (Idaho)’s iShares Convertible Bond ETF ICVT Stock Holding History

Legacy Wealth Management (Idaho)’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
Q2 		$9.55K Hold
106
– – 0.01% 317
2025
Q1 		$8.86K Hold
106
– – 0.01% 343
2024
Q4 		$9.31K Hold
106
– – 0.01% 295
2024
Q3 		$9.2K Buy
+106
New +$9.2K 0.01% 322