Bcgm Wealth Management, LLC Ishares Tr Convertible Bond Et Transaction History

Bcgm Wealth Management, LLC

$344 Million
Q4 2025

A detailed history of Bcgm Wealth Management, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 6,721 shares of ICVT stock, worth $659,330. This represents 0.19% of its overall portfolio holdings.

Number of Shares

6,721

Previous 5,638 19.21%

Holding current value

$659,330

Previous $564,000 16.84%

% of portfolio

0.19%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$98.1 - $103.73 $106,242 - $112,339	1,083 Added 19.21%	6,721 $659,000
Q3 2025 Nov 12, 2025	BUY	$89.29 - $100.17 $70,271 - $78,833	787 Added 16.22%	5,638 $564,000
Q2 2025 Aug 05, 2025	SELL	$78.98 - $90.1 $145,007 - $165,423	-1,836 Reduced 27.46%	4,851 $437,000
Q1 2025 May 08, 2025	BUY	$83.18 - $89.27 $7,403 - $7,945	89 Added 1.35%	6,687 $559,000
Q4 2024 Feb 04, 2025	BUY	$83.09 - $89.28 $195,261 - $209,808	2,350 Added 55.32%	6,598 $560,000

Q3 2024 Nov 06, 2024	SELL	$77.24 - $83.67 $7,028 - $7,613	-91 Reduced 2.1%	4,248 $355,000
Q2 2024 Jul 30, 2024	BUY	$76.13 - $79.59 $83,133 - $86,912	1,092 Added 33.63%	4,339 $341,000
Q1 2024 May 07, 2024	BUY	$76.72 - $80.06 $249,109 - $259,954	3,247 New	3,247 $259,000

Others Institutions Holding ICVT

# of Institutions

393

Shares Held

18.3M

Call Options Held

4.3K

Put Options Held

3.7K

View Full List

About ISHARES TR CONVERTIBLE BOND ET

Ticker ICVT
Sector ETFs
Industry ETFs

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Bcgm Wealth Management, LLC Ishares Tr Convertible Bond Et Transaction History