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Ishares Tr conv bd etf shares owned by Beaumont Capital Management

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

Historical chart of Beaumont Capital 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 Beaumont Capital 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 Beaumont Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.5M 45k 78.59
2023-09-30 $1.3M 17k 74.21

More positions owned by Beaumont Capital Management

Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Alps Etf Tr Oshares Us Qualt (OUSA)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Core Us Aggbd Et (AGG)
Fidelity Covington Trust Msci Commntn Svc (FCOM)
Fidelity Covington Trust Msci Consm Dis (FDIS)
Select Sector Spdr Tr Sbi Materials (XLB)
Select Sector Spdr Tr Indl (XLI)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Sbi Int-utils (XLU)

View all positions for Beaumont Capital 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