Ishares Tr conv bd etf shares owned by Aletheian Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by Aletheian Wealth Advisors
from 13F filings
Historical chart of Aletheian Wealth Advisors investment in Ishares Tr conv bd etf
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Quarterly reported holdings in Ishares Tr conv bd etf by Aletheian Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $512k | 6.1k | 83.67 |
| 2024-06-30 | $511k | 6.5k | 78.63 |
| 2024-03-31 | $458k | 5.7k | 79.83 |
| 2023-12-31 | $452k | 5.7k | 78.59 |
| 2023-09-30 | $410k | 5.5k | 74.21 |
| 2023-06-30 | $408k | 5.3k | 76.36 |
| 2023-03-31 | $370k | 5.1k | 72.62 |
| 2022-12-31 | $250k | 3.6k | 69.47 |
| 2022-03-31 | $274k | 3.3k | 83.18 |