PlanWiser Financial’s iShares Convertible Bond ETF ICVT Stock Holding History

PlanWiser Financial’s Portfolio ICVT Stock Details ICVT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$2.73M	Sell
2025 Q3	$4.12M	Buy
2025 Q2	$2.32M	Buy