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

Modern Wealth Management’s Portfolio ICVT Stock Details ICVT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.27M Sell
14,063
-10,190
-42% -$918K 0.03% 324
2025
Q1 		$2.03M Sell
24,253
-4
-0% -$334 0.06% 203
2024
Q4 		$2.06M Buy
+24,257
New +$2.06M 0.08% 178