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SWP Financial’s iShares Convertible Bond ETF ICVT Stock Holding History

SWP Financial’s Portfolio ICVT Stock Details ICVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$928K Sell
10,304
-8,789
-46% -$792K 0.51% 40
2025
Q1 		$1.6M Buy
19,093
+781
+4% +$65.3K 0.98% 28
2024
Q4 		$1.56M Buy
+18,312
New +$1.56M 0.94% 27