Triad Wealth Partners’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	$1.27M	Sell	14,065 -4,052	-22%	-$365K	0.26%	69
2025 Q1	$1.51M	Buy	18,117 +3,752	+26%	+$314K	0.47%	41
2024 Q4	$1.22M	Buy	+14,365	New	+$1.22M	0.44%	43
2024 Q3	–	Sell	-296	Closed	-$23.3K	–	440
2024 Q2	$23.3K	Buy	+296	New	+$23.3K	0.01%	322