Ishares Tr conv bd etf shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions 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 Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr conv bd etf by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.7M | 21k | 83.67 |
| 2024-06-30 | $1.8M | 23k | 78.63 |
| 2024-03-31 | $2.0M | 25k | 79.83 |
| 2023-12-31 | $1.6M | 20k | 78.59 |
| 2023-09-30 | $350k | 4.7k | 74.21 |
| 2023-06-30 | $258k | 3.4k | 76.36 |
| 2023-03-31 | $208k | 2.9k | 72.62 |
| 2022-12-31 | $3.4M | 50k | 69.47 |
| 2022-09-30 | $3.4M | 50k | 68.87 |
| 2022-06-30 | $3.8M | 55k | 69.35 |
| 2022-03-31 | $994k | 12k | 83.31 |