Perigon Wealth Management’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
Q3 | $1.36M | Buy |
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|
2025
Q2 | $1.1M | Sell |
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|
2025
Q1 | $1.48M | Buy |
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|
2024
Q4 | $1.33M | Buy |
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|
2024
Q3 | $862K | Buy |
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|
2024
Q2 | $757K | Buy |
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|
2024
Q1 | $658K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $863K | Buy |
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|
2022
Q3 | $790K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $630K | Buy |
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