Security Financial Services’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
Q3 | $484K | Buy |
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|
2025
Q2 | $430K | Sell |
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|
2025
Q1 | $617K | Buy |
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|
2024
Q4 | $623K | Buy |
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|
2024
Q3 | $506K | Sell |
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|
2024
Q2 | $493K | Buy |
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|
2024
Q1 | $494K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.74M | Sell |
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|
2022
Q3 | $1.74M | Sell |
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|
2022
Q2 | $2.49M | Buy |
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