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Ishares Tr conv bd etf shares owned by Provence Wealth Management Group

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

Historical chart of Provence Wealth Management 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 Provence Wealth Management 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 Provence Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $23k 291 78.59
2023-09-30 $23k 311 74.21
2023-03-31 $388k 5.3k 72.62
2022-12-31 $421k 6.1k 69.47
2022-09-30 $394k 5.7k 68.92
2022-06-30 $446k 6.4k 69.36