Transamerica Financial Advisors’s iShares Convertible Bond ETF ICVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Sell |
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|
2025
Q1 | $435K | Buy |
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|
2024
Q4 | $426K | Sell |
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|
2024
Q3 | $446K | Sell |
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|
2024
Q2 | $470K | Hold |
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|
2024
Q1 | $477K | Buy |
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|
2023
Q4 | $370K | Sell |
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|
2023
Q3 | $554K | Sell |
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|
2023
Q2 | $590K | Buy |
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|
2023
Q1 | $421K | Buy |
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|
2022
Q4 | $388K | Sell |
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|
2022
Q3 | $434K | Buy |
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|
2022
Q2 | $405K | Buy |
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|
2022
Q1 | $1K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $55K | Buy |
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