WealthPlan Investment Management’s iShares Convertible Bond ETF ICVT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$206K	Buy	+2,290	New	+$206K	0.02%	332
2023 Q1	–	Sell	-4,430	Closed	-$329K	–	492
2022 Q4	$329K	Sell	4,430 -719	-14%	-$53.4K	0.02%	299
2022 Q3	$365K	Buy	+5,149	New	+$365K	0.03%	280
2022 Q1	$206K	Buy	+2,677	New	+$206K	0.01%	367