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Ishares Tr conv bd etf shares owned by Baron Financial Group

Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by Baron Financial Group from 13F filings

Historical chart of Baron Financial Group 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 Baron Financial Group 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 Baron Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.9M 50k 78.59
2023-09-30 $3.7M 49k 74.21
2023-06-30 $3.7M 48k 76.36
2023-03-31 $3.4M 46k 72.62
2022-12-31 $2.9M 42k 69.47
2022-09-30 $2.7M 39k 68.90

More positions owned by Baron Financial Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Real Estate Etf (VNQ)
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Msci Emg Mkt Etf (EEM)
Vanguard World Fds Health Car Etf (VHT)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Baron Financial Group

Top funds holding Ishares Tr conv bd etf

Bank of America Corporation
Assetmark
Financial Gravity Wealth
Amg National Trust Bank
Advisory Alpha
New York Life Investment Management
Greenleaf Trust
Prestige Wealth Management Group
Baker Avenue Asset Management
Gradient Investments
Nomura Asset Management
Advisor Group Holdings
CWM
Alliancebernstein
Certified Advisory Corp

View all funds holding Ishares Tr conv bd etf