Mutual 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.88M | Buy |
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|
2024
Q1 | $597K | Sell |
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|
2023
Q4 | $2.02M | Sell |
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|
2023
Q3 | $1.95M | Buy |
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|
2023
Q2 | $1.53M | Buy |
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|
2023
Q1 | $811K | Buy |
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|
2022
Q4 | $369K | Sell |
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|
2022
Q3 | $533K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $430K | Buy |
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|
2021
Q3 | $445K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $964K | Buy |
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