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Ishares Tr conv bd etf shares owned by Modera Wealth Management

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

Historical chart of Modera 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 Modera Wealth 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 Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 18k 78.59
2023-09-30 $1.5M 20k 74.21
2023-06-30 $1.5M 20k 76.36
2022-03-31 $343k 4.1k 83.23
2021-12-31 $340k 3.8k 89.31

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View all positions for Modera Wealth Management

Top funds holding Ishares Tr conv bd etf

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