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
Download as csv Download as ExcelQuarterly 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 |