Wells Financial Advisors’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	$15.8K	Sell	175 -130	-43%	-$11.7K	0.02%	70
2025 Q1	$25.5K	Hold	305	–	–	0.04%	65
2024 Q4	$25.9K	Buy	+305	New	+$25.9K	0.04%	67
2024 Q3	–	Sell	-740	Closed	-$58.2K	–	106
2024 Q2	$58.2K	Buy	+740	New	+$58.2K	0.04%	66