MWM
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Mascagni Wealth Management’s iShares Convertible Bond ETF ICVT Stock Holding History

Mascagni Wealth Management’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 		$6.28M Buy
69,670
+5,278
+8% +$476K 5.35% 1
2025
Q1 		$5.38M Hold
64,392
– – 5.36% 1
2024
Q4 		$5.38M Buy
+64,392
New +$5.38M 5.36% 1