MLA

My Legacy Advisors’s iShares Convertible Bond ETF ICVT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$287K	Buy	3,155 +94	+3%	+$8.55K	0.1%	177
2025 Q1	$256K	Buy	+3,061	New	+$256K	0.1%	191
2022 Q4	–	Sell	-3,737	Closed	-$256K	–	217
2022 Q3	$256K	Buy	+3,737	New	+$256K	0.13%	184