Optivise Advisory Services’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 Q3	–	Sell	-3,479	Closed	-$274K	–	178
2024 Q2	$274K	Buy	+3,479	New	+$274K	0.15%	138