McAdam 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
Q2 | $402K | Buy |
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|
2025
Q1 | $337K | Sell |
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|
2024
Q4 | $349K | Sell |
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|
2024
Q3 | $390K | Sell |
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|
2024
Q2 | $371K | Sell |
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|
2024
Q1 | $417K | Sell |
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|
2023
Q4 | $411K | Sell |
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|
2023
Q3 | $425K | Buy |
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|
2023
Q2 | $398K | Sell |
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|
2023
Q1 | $403K | Buy |
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|
2022
Q4 | $281K | Sell |
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|
2022
Q3 | $276K | Sell |
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|
2022
Q2 | $316K | Buy |
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|
2022
Q1 | $340K | Buy |
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|
2021
Q4 | $281K | Buy |
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|
2021
Q3 | $246K | Sell |
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|
2021
Q2 | $255K | Buy |
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|
2021
Q1 | $226K | Hold |
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|
2020
Q4 | $232K | Buy |
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