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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.78M Sell
64,062
-2,859
-4% -$258K 0.01% 838
2025
Q1 		$5.6M Sell
66,921
-3,847
-5% -$322K 0.01% 789
2024
Q4 		$6.01M Buy
70,768
+6,998
+11% +$595K 0.01% 735
2024
Q3 		$5.34M Buy
63,770
+7,291
+13% +$610K 0.01% 698
2024
Q2 		$4.44M Buy
+56,479
New +$4.44M 0.01% 714