WIA
Wetzel Investment Advisors’s iShares Convertible Bond ETF ICVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.19M | Sell |
46,460
-1,653
| -3% | -$149K | 1.91% | 13 |
|
|
2025
Q1 | $4.02M | Buy |
48,113
+857
| +2% | +$71.7K | 2.03% | 14 |
|
|
2024
Q4 | $4.02M | Buy |
47,256
+243
| +0.5% | +$20.6K | 2% | 15 |
|
|
2024
Q3 | $3.93M | Sell |
47,013
-333
| -0.7% | -$27.9K | 1.98% | 15 |
|
|
2024
Q2 | $3.78M | Buy |
47,346
+69
| +0.1% | +$5.51K | 2.16% | 9 |
|
|
2024
Q1 | $3.62M | Buy |
47,277
+1,182
| +3% | +$90.4K | 2.13% | 9 |
|
|
2023
Q4 | $3.62M | Buy |
+46,095
| New | +$3.62M | 2.23% | 8 |
|