Van Hulzen Asset Management’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 | $245K | Buy |
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|
2025
Q1 | $227K | Sell |
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|
2024
Q4 | $252K | Sell |
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|
2024
Q3 | $248K | Buy |
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|
2024
Q2 | $218K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $552K | Sell |
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $1.04M | Buy |
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $389K | Buy |
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