SWA
ICVT icon

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

Sax Wealth Advisors’s Portfolio ICVT Stock Details ICVT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$225K Buy
+2,495
New +$225K 0.01% 396