Outlook Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $980K | Sell |
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|
2025
Q1 | $941K | Sell |
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|
2024
Q4 | $966K | Sell |
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|
2024
Q3 | $973K | Buy |
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|
2024
Q2 | $3.55M | Sell |
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|
2024
Q1 | $991K | Buy |
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|
2023
Q4 | $926K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $859K | Sell |
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|
2021
Q4 | $959K | Sell |
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|
2021
Q3 | $1.14M | Sell |
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|
2021
Q2 | $1.18M | Buy |
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|
2021
Q1 | $1.1M | Sell |
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|
2020
Q4 | $1.2M | Sell |
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|
2020
Q3 | $1.71M | Sell |
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|
2020
Q2 | $1.53M | Buy |
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|
2020
Q1 | $571K | Buy |
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