Synergy Investment Management’s iShares Convertible Bond ETF ICVT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$421K	Sell	4,675 -2,314	-33%	-$208K	0.25%	49
2025 Q1	$584K	Buy	6,989 +361	+5%	+$30.2K	0.24%	67
2024 Q4	$563K	Buy	+6,628	New	+$563K	0.24%	64