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Ishares Tr conv bd etf shares owned by TRUE Private Wealth Advisors

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

Historical chart of TRUE Private Wealth Advisors 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 TRUE Private Wealth Advisors 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 TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $329k 4.1k 79.82
2023-12-31 $287k 3.7k 78.60
2023-09-30 $2.4M 32k 74.21
2023-06-30 $2.4M 31k 76.36
2022-12-31 $241k 3.5k 69.48
2022-09-30 $257k 3.7k 68.64
2022-06-30 $359k 5.2k 69.33
2022-03-31 $241k 3.1k 77.92

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First Tr Morningstar Divid L SHS (FDL)
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Ishares Tr Agency Bond Etf (AGZ)
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Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
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Vanguard World Inf Tech Etf (VGT)

View all positions for TRUE Private Wealth Advisors

Top funds holding Ishares Tr conv bd etf

Bank of America Corporation
Assetmark
Financial Gravity Wealth
Amg National Trust Bank
Advisory Alpha
Greenleaf Trust
New York Life Investment Management
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