Regal Investment Advisors’s iShares Convertible Bond ETF ICVT Stock Holding History

Regal Investment 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	$277K	Sell
2025 Q1	$410K	Buy
2024 Q4	$359K	Buy
2024 Q3	–	Sell
2024 Q2	$202K	Buy
2023 Q1	–	Sell
2022 Q4	$467K	Sell
2022 Q3	$490K	Sell
2022 Q2	$714K	Buy