ISHARES TR

Ticker: ICVT CUSIP: 46435G102 Class: CONV BD ETF

Insight Wealth Strategies, LLC's Holding History (CIK: 0001749914)

Note: Option positions (PUT/CALL) are excluded.

Q2 2025
Shares 245,103 Value ($000) $21,885 Avg Close — Range —
Q1 2025
Shares 128,760 Value ($000) $10,766 Avg Close — Range —
Q4 2024
Shares 127,277 Value ($000) $10,815 Avg Close — Range —
Q4 2021
Shares 2,418 Value ($000) $216 Avg Close — Range —
Q3 2021
Shares 5,612 Value ($000) $560 Avg Close — Range —
Q2 2021
Shares 5,724 Value ($000) $584 Avg Close — Range —
Q1 2021
Shares 5,416 Value ($000) $532 Avg Close — Range —
Q4 2020
Shares 5,576 Value ($000) $538 Avg Close — Range —
Q3 2020
Shares 5,812 Value ($000) $469 Avg Close — Range —
Q2 2020
Shares 6,957 Value ($000) $494 Avg Close — Range —
Q1 2020
Shares 7,177 Value ($000) $390 Avg Close — Range —
Q4 2019
Shares 9,842 Value ($000) $617 Avg Close — Range —
Q3 2019
Shares 7,303 Value ($000) $425 Avg Close — Range —