Millington Financial Advisors’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 | $1.1M | Buy |
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|
2025
Q2 | $971K | Buy |
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|
2025
Q1 | $794K | Buy |
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|
2024
Q4 | $775K | Buy |
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|
2024
Q3 | $686K | Buy |
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|
2024
Q2 | $617K | Buy |
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|
2024
Q1 | $624K | Buy |
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|
2023
Q4 | $604K | Sell |
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|
2023
Q3 | $629K | Buy |
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|
2023
Q2 | $645K | Sell |
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|
2023
Q1 | $699K | Sell |
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|
2022
Q4 | $684K | Buy |
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