Provenance Wealth Advisors’s iShares Convertible Bond ETF ICVT Stock Holding History

Provenance Wealth Advisors’s Portfolio ICVT Stock Details ICVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$101K	Sell
2025 Q1	$223K	Hold
2024 Q4	$227K	Hold
2024 Q3	$223K	Hold
2024 Q2	$210K	Hold
2024 Q1	$213K	Sell
2023 Q4	$779K	Buy