SWM
SigFig Wealth Management’s iShares Convertible Bond ETF ICVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Sell |
4,751
-3,558
| -43% | -$319K | 0.01% | 112 |
|
|
2025
Q1 | $698K | Buy |
8,309
+154
| +2% | +$12.9K | 0.03% | 98 |
|
|
2024
Q4 | $694K | Buy |
8,155
+1,721
| +27% | +$146K | 0.03% | 97 |
|
|
2024
Q3 | $537K | Buy |
6,434
+170
| +3% | +$14.2K | 0.02% | 103 |
|
|
2024
Q2 | $493K | Buy |
6,264
+1,025
| +20% | +$80.6K | 0.02% | 110 |
|
|
2024
Q1 | $418K | Buy |
+5,239
| New | +$418K | 0.02% | 114 |
|
|
2023
Q1 | – | Sell |
-10,838
| Closed | -$1.17M | – | 101 |
|
|
2022
Q4 | $1.17M | Sell |
10,838
-111
| -1% | -$12K | 0.06% | 81 |
|
|
2022
Q3 | $1.15M | Sell |
10,949
-4,080
| -27% | -$429K | 0.06% | 75 |
|
|
2022
Q2 | $1.09M | Buy |
15,029
+11,357
| +309% | +$826K | 0.06% | 75 |
|
|
2022
Q1 | $294K | Buy |
+3,672
| New | +$294K | 0.01% | 84 |
|