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Ishares Tr conv bd etf shares owned by Client 1st Advisory Group

Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by Client 1st Advisory Group from 13F filings

Historical chart of Client 1st Advisory Group 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 Client 1st Advisory Group 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 Client 1st Advisory Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $219k 2.9k 74.20
2023-06-30 $339k 4.4k 76.35
2023-03-31 $512k 7.0k 72.62
2022-12-31 $596k 8.6k 69.47
2022-09-30 $393k 5.7k 68.84
2022-06-30 $323k 4.7k 69.42
2022-03-31 $205k 2.5k 83.33