Sigma Planning Corp’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
Q2 | $662K | Sell |
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2025
Q1 | $629K | Buy |
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|
2024
Q4 | $573K | Sell |
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|
2024
Q3 | $566K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $300K | Sell |
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|
2022
Q4 | $438K | Sell |
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|
2022
Q3 | $601K | Sell |
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|
2022
Q2 | $717K | Buy |
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|
2022
Q1 | $839K | Buy |
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|
2021
Q4 | $595K | Sell |
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|
2021
Q3 | $1.78M | Sell |
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|
2021
Q2 | $1.89M | Sell |
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|
2021
Q1 | $2.36M | Buy |
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|
2020
Q4 | $853K | Buy |
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|
2020
Q3 | $601K | Buy |
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|
2020
Q2 | $280K | Sell |
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|
2020
Q1 | $246K | Buy |
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