Robertson Stephens Wealth Management’s iShares Convertible Bond ETF ICVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Hold |
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|
2025
Q1 | $298K | Hold |
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|
2024
Q4 | $303K | Hold |
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|
2024
Q3 | $298K | Hold |
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|
2024
Q2 | $280K | Hold |
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|
2024
Q1 | $284K | Hold |
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|
2023
Q4 | $280K | Sell |
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|
2023
Q3 | $287K | Hold |
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|
2023
Q2 | $296K | Hold |
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|
2023
Q1 | $281K | Buy |
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|
2022
Q4 | $230K | Buy |
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