Ishares Tr conv bd etf shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Ishares Tr conv bd etf
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Quarterly reported holdings in Ishares Tr conv bd etf by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.6M | 20k | 78.59 |
| 2023-09-30 | $350k | 4.7k | 74.21 |
| 2023-06-30 | $258k | 3.4k | 76.36 |
| 2023-03-31 | $208k | 2.9k | 72.62 |
| 2022-12-31 | $3.4M | 50k | 69.47 |
| 2022-09-30 | $3.4M | 50k | 68.87 |
| 2022-06-30 | $3.8M | 55k | 69.35 |
| 2022-03-31 | $994k | 12k | 83.31 |