Mount Yale Investment Advisors’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
2025 Q2	$234K	Buy	+2,595	New	+$234K	0.02%	523
2023 Q1	–	Sell	-3,476	Closed	-$241K	–	501
2022 Q4	$241K	Sell	3,476 -40	-1%	-$2.78K	0.03%	397
2022 Q3	$242K	Sell	3,516 -1,240	-26%	-$85.3K	0.03%	380
2022 Q2	$330K	Buy	+4,756	New	+$330K	0.04%	338