Ishares Tr conv bd etf shares owned by Herold Advisors
Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by Herold Advisors
from 13F filings
Historical chart of Herold Advisors investment in Ishares Tr conv bd etf
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Quarterly reported holdings in Ishares Tr conv bd etf by Herold Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $987k | 13k | 78.59 |
| 2023-09-30 | $932k | 13k | 74.21 |
| 2023-06-30 | $959k | 13k | 76.36 |
| 2023-03-31 | $912k | 13k | 72.62 |
| 2022-12-31 | $873k | 13k | 69.47 |
| 2022-09-30 | $951k | 14k | 68.84 |
| 2022-06-30 | $958k | 14k | 69.34 |
| 2022-03-31 | $1.2M | 14k | 83.32 |
| 2021-12-31 | $1.3M | 14k | 89.17 |
| 2021-09-30 | $1.4M | 14k | 99.72 |