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Ishares Tr conv bd etf shares owned by Adams Wealth Management

Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by Adams Wealth Management from 13F filings

Historical chart of Adams Wealth Management investment in Ishares Tr conv bd etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr conv bd etf held by Adams Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr conv bd etf by Adams Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.8M 124k 78.59
2023-09-30 $8.8M 119k 74.21
2023-06-30 $9.0M 118k 76.36
2023-03-31 $8.2M 113k 72.62

More positions owned by Adams Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Proshares Tr Pshs Ult S&p 500 (SSO)
Direxion Shs Etf Tr Dly S&p500 2xs (SPUU)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Large Cap Etf (VV)
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)
Spdr Ser Tr S&p Semicndctr (XSD)
Ishares Tr Conv Bd Etf (ICVT)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Latn Amer 40 Etf (ILF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ii Aaa Clo Etf (CLOA)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Tr Msci India Sm Cp (SMIN)

View all positions for Adams Wealth Management

Top funds holding Ishares Tr conv bd etf

Bank of America Corporation
Assetmark
Financial Gravity Wealth
Amg National Trust Bank
New York Life Investment Management
Advisory Alpha
Greenleaf Trust
Prestige Wealth Management Group
Baker Avenue Asset Management
Nomura Asset Management
Advisor Group Holdings
Gradient Investments
Tradewinds Capital Management
CWM
Wright Fund Managment

View all funds holding Ishares Tr conv bd etf