LGT Financial Advisors’s iShares Convertible Bond ETF ICVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $59.6K | Buy |
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|
2025
Q2 | $46.3K | Sell |
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|
2025
Q1 | $71.9K | Sell |
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|
2024
Q4 | $79.5K | Buy |
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|
2024
Q3 | $44.1K | Buy |
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|
2024
Q2 | $28.5K | Buy |
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|
2024
Q1 | $6.63K | Buy |
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|
2023
Q4 | $163 | Hold |
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|
2023
Q3 | $152 | Hold |
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|
2023
Q2 | $156 | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $26K | Buy |
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