U.S. Capital Wealth 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
Sell
2025
Q1
$204K Buy
2023
Q1
Sell
2022
Q4
$632K Sell
2022
Q3
$2M Buy