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Prentice Wealth Management’s iShares Convertible Bond ETF ICVT Stock Holding History

Prentice Wealth Management’s Portfolio ICVT Stock Details ICVT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$211K Buy
+2,340
New +$211K 0.06% 108
2021
Q3 		– Sell
-1,338
Closed -$136K – 349
2021
Q2 		$136K Sell
1,338
-71
-5% -$7.22K 0.07% 123
2021
Q1 		$138K Buy
+1,409
New +$138K 0.08% 114