Insight Wealth Strategies, LLC ICVT Holdings History
Insight Wealth Strategies, LLC's iShares Convertible Bond ETF Holding Summary
As of 2025-06-30, Insight Wealth Strategies, LLC held 245,103.00 shares of iShares Convertible Bond ETF(ICVT), totaling $21.89 Mil. This investment constitutes 2.76% of their stock portfolio, and Insight Wealth Strategies, LLC now holds 0.87% of the outstanding iShares Convertible Bond ETF(ICVT) stock.
The initial trade took place in 2020Q2. And since then Insight Wealth Strategies, LLC has made 5 purchases of ICVT, at an average price of $85.31, for a total of 252,368.00 shares. In addition, there have been 6 sales at an average price of $87.36 for 7,265.00 shares. Based on historical transaction data and ICVT's current price of $91.29, Insight Wealth Strategies, LLC's estimated gain on his ICVT holdings is $1.48 Mil, reflecting a 6.87% gain to date.
Insight Wealth Strategies, LLC ICVT ($91.29) Holding Chart
Insight Wealth Strategies, LLC ICVT ($91.29) 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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