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Ishares Tr conv bd etf shares owned by BCGM Wealth Management

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

Historical chart of BCGM 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 BCGM 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 BCGM Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $355k 4.2k 83.67
2024-06-30 $341k 4.3k 78.64
2024-03-31 $259k 3.2k 79.82

More positions owned by BCGM Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Pacer Fds Tr Developed Mrkt (ICOW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
First Tr Exchange-traded Managd Mun Etf (FMB)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Exxon Mobil Corporation (XOM)
Ishares Tr National Mun Etf (MUB)

View all positions for BCGM Wealth Management

Top funds holding Ishares Tr conv bd etf

Bank of America Corporation
Envestnet Asset Management
Goldman Sachs Group
Goodman & Company, Investment Counsel
LPL Financial
Amg National Trust Bank
New York Life Investment Management
Advisory Alpha
Greenleaf Trust
Lebenthal Global Advisors
Howard Capital Management
BlackRock
Alliancebernstein
Wright Fund Managment
Assetmark

View all funds holding Ishares Tr conv bd etf