Simplicity Wealth’s iShares Convertible Bond ETF ICVT Stock Holding History

Simplicity Wealth’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	$1.18M	Buy
2025 Q1	$700K	Buy
2024 Q4	–	Sell
2024 Q3	$604K	Sell
2024 Q2	$599K	Buy
2024 Q1	$482K	Buy
2022 Q4	–	Sell
2022 Q3	$836K	Buy