Ishares Tr conv bd etf shares owned by Advus Financial Partners
Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by Advus Financial Partners
from 13F filings
Historical chart of Advus Financial Partners investment in Ishares Tr conv bd etf
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Quarterly reported holdings in Ishares Tr conv bd etf by Advus Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $978k | 8.0k | 121.74 |
| 2026-03-31 | $1.0M | 9.9k | 101.79 |
| 2025-12-31 | $984k | 10k | 98.50 |
| 2025-09-30 | $932k | 9.3k | 100.05 |
| 2025-06-30 | $981k | 11k | 90.10 |
| 2025-03-31 | $1.2M | 14k | 83.61 |
| 2024-12-31 | $1.0M | 12k | 84.97 |
| 2024-09-30 | $411k | 4.9k | 83.67 |
| 2022-12-31 | $625k | 9.0k | 69.47 |
| 2022-09-30 | $547k | 7.9k | 68.90 |
| 2022-06-30 | $445k | 6.4k | 69.36 |