Stokes Family Office’s iShares Convertible Bond ETF ICVT Stock Holding History

Stokes Family Office’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	$607K	Sell
2025 Q1	$906K	Buy
2024 Q4	$777K	Buy
2024 Q3	$353K	Buy
2024 Q2	$299K	Buy
2024 Q1	$293K	Buy
2023 Q1	–	Sell
2022 Q4	$2.56M	Buy
2022 Q3	$2.42M	Buy
2022 Q2	$2.07M	Buy
2022 Q1	$526K	Buy