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

ShoreHaven Wealth Partners’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 Q3	$254K	Sell
2025 Q2	$247K	Sell
2025 Q1	$367K	Sell
2024 Q4	$377K	Buy
2024 Q3	$273K	Sell
2024 Q2	$259K	Buy
2024 Q1	$259K	Buy
2023 Q1	–	Sell
2022 Q4	$583K	Buy
2022 Q3	$571K	Sell
2022 Q2	$987K	Buy