Adams Wealth Management ICVT Holdings History
Adams Wealth Management's iShares Convertible Bond ETF Holding Summary
As of 2025-03-31, Adams Wealth Management held 172,416.00 shares of iShares Convertible Bond ETF(ICVT), totaling $14.42 Mil. This investment constitutes 2.83% of their stock portfolio, and Adams Wealth Management now holds 0.61% of the outstanding iShares Convertible Bond ETF(ICVT) stock.
The initial trade took place in 2023Q1. And since then Adams Wealth Management has made 8 purchases of ICVT, at an average price of $74.85, for a total of 176,378.00 shares. In addition, there have been 1 sales at an average price of $86.27 for 3,962.00 shares. Based on historical transaction data and ICVT's current price of $90.26, Adams Wealth Management's estimated gain on his ICVT holdings is $2.70 Mil, reflecting a 20.46% gain to date.
Adams Wealth Management ICVT ($90.26) Holding Chart
Adams Wealth Management ICVT ($90.26) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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