Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s iShares Convertible Bond ETF ICVT Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ICVT Stock Details ICVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.87M Sell
37,277
-27,144
-42% -$2.81M 0.01% 1026
2025
Q4 		$6.58M Sell
64,421
-4,095
-6% -$412K 0.01% 883
2025
Q3 		$6.97M Buy
68,516
+4,454
+7% +$419K 0.01% 807
2025
Q2 		$5.78M Sell
64,062
-2,859
-4% -$245K 0.01% 840
2025
Q1 		$5.6M Sell
66,921
-3,847
-5% -$332K 0.01% 790
2024
Q4 		$6.01M Buy
70,768
+6,998
+11% +$602K 0.01% 736
2024
Q3 		$5.34M Buy
63,770
+7,291
+13% +$585K 0.01% 699
2024
Q2 		$4.44M Buy
+56,479
New +$4.42M 0.01% 714

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AA
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