Pettinga Financial 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
Q3 | $1.08M | Buy |
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|
2025
Q2 | $556K | Buy |
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2025
Q1 | $492K | Buy |
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|
2024
Q4 | $390K | Buy |
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|
2024
Q3 | $318K | Buy |
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|
2024
Q2 | $270K | Sell |
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|
2024
Q1 | $351K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.13M | Sell |
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|
2022
Q3 | $1.32M | Sell |
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|
2022
Q2 | $2.29M | Buy |
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|
2022
Q1 | $457K | Buy |
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