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Ishares Tr conv bd etf shares owned by Brookwood Investment Group

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

Historical chart of Brookwood Investment 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 Brookwood Investment 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 Brookwood Investment Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $210k 2.1k 100.03

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Top funds holding Ishares Tr conv bd etf

Envestnet Asset Management
Goldman Sachs Group
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Goodman & Company, Investment Counsel
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Greenleaf Trust
New York Life Investment Management
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Prestige Wealth Management Group
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Howard Capital Management
Mml Investors Services
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