LPWM LLC’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 | $674K | Sell |
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|
2025
Q2 | $617K | Sell |
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|
2025
Q1 | $619K | Sell |
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|
2024
Q4 | $684K | Sell |
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|
2024
Q3 | $2.99M | Buy |
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|
2024
Q2 | $2.77M | Sell |
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|
2024
Q1 | $2.79M | Buy |
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|
2023
Q4 | $2.72M | Sell |
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|
2023
Q3 | $2.66M | Buy |
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|
2023
Q2 | $2.74M | Buy |
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|
2023
Q1 | $2.54M | Buy |
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|
2022
Q4 | $2.41M | Sell |
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|
2022
Q3 | $2.87M | Buy |
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|
2022
Q2 | $2.86M | Buy |
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|
2022
Q1 | $3M | Buy |
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