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Ishares Tr conv bd etf shares owned by Axxcess Wealth Management

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

Historical chart of Axxcess 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 Axxcess 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 Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $346k 4.1k 83.67
2024-06-30 $1.6M 21k 78.63
2024-03-31 $1.8M 22k 79.83
2023-12-31 $2.0M 25k 78.59
2023-09-30 $2.2M 29k 74.21
2023-06-30 $664k 8.7k 76.36
2023-03-31 $655k 9.0k 72.62
2022-12-31 $645k 9.3k 69.47
2022-09-30 $676k 9.8k 68.90