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

Towerpoint Wealth’s Portfolio ICVT Stock Details ICVT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$201K	Buy
2022 Q4	–	Sell
2022 Q3	$725K	Sell
2022 Q2	$779K	Buy
2022 Q1	$604K	Buy
2021 Q4	$273K	Buy