Shared Vision Wealth Group’s iShares Convertible Bond ETF ICVT Stock Holding History

Shared Vision Wealth Group’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	$606K	Sell
2025 Q1	$697K	Buy
2024 Q4	$702K	Buy
2024 Q3	$505K	Buy
2024 Q2	$464K	Buy
2024 Q1	$444K	Buy