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Ishares Tr conv bd etf shares owned by Steel Peak Wealth Management

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

Historical chart of Steel Peak 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 Steel Peak 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 Steel Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 15k 79.83
2022-12-31 $2.1M 31k 69.47
2022-09-30 $2.1M 31k 68.90
2022-06-30 $3.0M 44k 69.37
2022-03-31 $956k 12k 83.30