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Ishares Tr conv bd etf shares owned by Advocate Investing Services

Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by Advocate Investing Services from 13F filings

Historical chart of Advocate Investing Services 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 Advocate Investing Services 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 Advocate Investing Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $243 2 121.50

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Apple (AAPL)
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Select Sector Spdr Tr St Str Finl Etf (XLF)
Wal-Mart Stores (WMT)
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View all positions for Advocate Investing Services

Top funds holding Ishares Tr conv bd etf

Bank of America Corporation
LPL Financial
Goodman & Company, Investment Counsel
Envestnet Asset Management
Amg National Trust Bank
Goldman Sachs Group
Greenleaf Trust
Advisory Alpha
New York Life Investment Management
Baker Avenue Asset Management
Morgan Stanley
Ameriprise Financial
Mml Investors Services
Howard Capital Management
Wright Fund Managment

View all funds holding Ishares Tr conv bd etf