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

Provenance Wealth Advisors’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
2025 Q3	–	Sell
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