Ishares Tr conv bd etf shares owned by Creative Planning
Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning 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 Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr conv bd etf by Creative Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $221k | 2.8k | 78.59 |
2023-06-30 | $232k | 3.0k | 76.40 |
2022-09-30 | $223k | 3.2k | 68.78 |
2022-06-30 | $230k | 3.3k | 69.26 |
2022-03-31 | $280k | 3.4k | 83.26 |
2021-12-31 | $309k | 3.5k | 89.07 |
2021-09-30 | $347k | 3.5k | 99.83 |
2021-06-30 | $354k | 3.5k | 101.84 |
2021-03-31 | $331k | 3.4k | 98.22 |
2020-12-31 | $1.0M | 11k | 96.57 |
2020-09-30 | $279k | 3.5k | 80.85 |
2020-06-30 | $307k | 4.3k | 70.92 |
2019-12-31 | $240k | 3.8k | 62.66 |
2019-09-30 | $223k | 3.8k | 58.22 |
2017-06-30 | $7.0k | 130 | 53.85 |