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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$540K Buy
6,181
+1,579
+34% +$138K 0.33% 70
2024
Q3
$389K Buy
4,602
+130
+3% +$11K 0.27% 83
2024
Q2
$352K Sell
4,472
-57
-1% -$4.48K 0.3% 73
2024
Q1
$362K Buy
+4,529
New +$362K 0.34% 70