Lido Advisors’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 | $406K | Buy |
4,503
+1,324
| +42% | +$119K | ﹤0.01% | 1071 |
|
|
2025
Q1 | $266K | Sell |
3,179
-421
| -12% | -$35.2K | ﹤0.01% | 1167 |
|
|
2024
Q4 | $306K | Buy |
3,600
+199
| +6% | +$16.9K | ﹤0.01% | 1098 |
|
|
2024
Q3 | $285K | Buy |
3,401
+749
| +28% | +$62.7K | ﹤0.01% | 1063 |
|
|
2024
Q2 | $209K | Buy |
+2,652
| New | +$209K | ﹤0.01% | 1143 |
|