Sowell Financial Services’s iShares Convertible Bond ETF ICVT Stock Holding History

Sowell Financial Services’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	$283K	Sell
2025 Q2	$255K	Sell
2025 Q1	$271K	Buy
2024 Q3	–	Sell
2024 Q2	$1M	Buy
2023 Q3	–	Sell
2023 Q2	$812K	Buy
2023 Q1	$260K	Buy
2021 Q2	–	Sell
2021 Q1	$113K	Sell
2020 Q4	$116K	Buy