Sagespring Wealth Partners’s iShares Convertible Bond ETF ICVT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.72M	Buy	19,104 +845	+5%	+$76.1K	0.04%	191
2025 Q1	$1.53M	Buy	18,259 +6,355	+53%	+$531K	0.04%	189
2024 Q4	$1.01M	Buy	+11,904	New	+$1.01M	0.03%	215