Jamison Private Wealth Management »

Ishares Tr conv bd etf shares owned by Jamison Private Wealth Management

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

Historical chart of Jamison Private Wealth 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 Jamison Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr conv bd etf by Jamison Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $76k 950 79.83

More positions owned by Jamison Private Wealth Management

Microsoft Corporation (MSFT)
United Parcel Service CL B (UPS)
Vulcan Materials Company (VMC)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Waste Management (WM)
Home Depot (HD)
Blackstone Group Inc Com Cl A (BX)
Caterpillar (CAT)
Applied Materials (AMAT)
Amazon (AMZN)
Visa Com Cl A (V)
JPMorgan Chase & Co. (JPM)
Bank of America Corporation (BAC)

View all positions for Jamison Private Wealth 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