Modera Wealth Management’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 | $422K | Sell |
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|
2025
Q1 | $467K | Sell |
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|
2024
Q4 | $484K | Sell |
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2024
Q3 | $478K | Sell |
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|
2024
Q2 | $532K | Sell |
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|
2024
Q1 | $1.27M | Sell |
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|
2023
Q4 | $1.41M | Sell |
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|
2023
Q3 | $1.47M | Sell |
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|
2023
Q2 | $1.55M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $343K | Buy |
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|
2021
Q4 | $340K | Buy |
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