Liberty Wealth Management’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 | $565K | Buy |
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|
2025
Q2 | $413K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $365K | Buy |
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|
2024
Q3 | $269K | Sell |
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|
2024
Q2 | $240K | Buy |
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|
2024
Q1 | $264K | Buy |
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|
2022
Q3 | $1.19M | Sell |
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|
2022
Q2 | $1.55M | Buy |
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|
2022
Q1 | $383K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $76K | Buy |
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|
2021
Q2 | $1K | Buy |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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