Mc Naughton Wealth Management, LLC Ishares Tr Convertible Bond Et Transaction History

Mc Naughton Wealth Management, LLC

  • $217 Million
  • Q2 2025

A detailed history of Mc Naughton Wealth Management, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 4,588 shares of ICVT stock, worth $424,252. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,588
Previous 6,905 33.56%
Holding current value
$424,252
Previous $579,000 28.67%
% of portfolio
0.19%
Previous 0.29%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
SELL
$78.98 - $90.1 $182,996 - $208,761
-2,317 Reduced 33.56%
4,588 $413,000
Q1 2025

Apr 09, 2025
BUY
$83.18 - $89.27 $574,357 - $616,409
6,905 New
6,905 $579,000

Others Institutions Holding ICVT

# of Institutions
389
Shares Held
19.8M
Call Options Held
3.9K
Put Options Held
10.3K
View Full List

About ISHARES TR CONVERTIBLE BOND ET

ICVT Quotes by TradingView
  • Ticker ICVT
  • Sector ETFs
  • Industry ETFs
More about ICVT
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