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Ishares Tr conv bd etf shares owned by Zrc Wealth Management

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

Historical chart of Zrc 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 Zrc 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 Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $50k 622 79.81
2023-12-31 $46k 614 74.16
2023-09-30 $46k 614 74.16
2023-06-30 $47k 611 76.42
2023-03-31 $44k 610 72.58

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)

View all positions for Zrc Wealth Management

Top funds holding Ishares Tr conv bd etf

Bank of America Corporation
Assetmark
Financial Gravity Wealth
LPL Financial
Amg National Trust Bank
New York Life Investment Management
Advisory Alpha
Greenleaf Trust
Prestige Wealth Management Group
BlackRock
Baker Avenue Asset Management
Nomura Asset Management
Gradient Investments
Tradewinds Capital Management
CWM

View all funds holding Ishares Tr conv bd etf