Sharkey, Howes & Javer’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $529K | Sell |
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|
2025
Q4 | $823K | Buy |
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|
2025
Q3 | $664K | Buy |
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|
2025
Q2 | $455K | Sell |
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|
2025
Q1 | $518K | Buy |
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|
2024
Q4 | $478K | Buy |
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|
2024
Q3 | $327K | Buy |
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|
2024
Q2 | $239K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.76M | Sell |
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|
2022
Q3 | $2.18M | Sell |
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|
2022
Q2 | $3.14M | Buy |
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