UAG
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United Advisor Group’s iShares Convertible Bond ETF ICVT Stock Holding History

United Advisor Group’s Portfolio ICVT Stock Details ICVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$923K Buy
10,249
+727
+8% +$65.5K 0.16% 145
2025
Q1 		$796K Buy
9,522
+768
+9% +$64.2K 0.16% 137
2024
Q4 		$744K Buy
+8,754
New +$744K 0.15% 153