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Ishares Tr conv bd etf shares owned by BCU Wealth Advisors

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

Historical chart of BCU Wealth Advisors 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 BCU Wealth Advisors 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 BCU Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $207k 2.5k 83.67

More positions owned by BCU Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Dimensional Etf Trust Inflation Prote (DFIP)
Ishares Tr Eafe Value Etf (EFV)

View all positions for BCU Wealth Advisors

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
Wright Fund Managment
Howard Capital Management
BlackRock
Alliancebernstein
Assetmark

View all funds holding Ishares Tr conv bd etf