Venturi Wealth 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
Q1 | – | Sell |
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|
2024
Q4 | $2.13K | Buy |
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|
2024
Q3 | $1.59K | Sell |
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|
2024
Q2 | $1.81K | Sell |
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|
2024
Q1 | $12.5K | Buy |
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|
2023
Q4 | $6.3K | Hold |
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|
2023
Q3 | $5.94K | Buy |
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|
2023
Q2 | $3.37K | Sell |
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|
2023
Q1 | $3.28K | Sell |
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|
2022
Q4 | $344K | Sell |
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|
2022
Q3 | $357K | Sell |
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|
2022
Q2 | $574K | Buy |
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