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Ishares Tr conv bd etf shares owned by Brown Financial Advisors

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

Historical chart of Brown Financial 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 Brown Financial 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 Brown Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $95k 1.2k 78.63

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Top funds holding Ishares Tr conv bd etf

Bank of America Corporation
Envestnet Asset Management
Susquehanna International
Goodman & Company, Investment Counsel
LPL Financial
Amg National Trust Bank
Advisory Alpha
New York Life Investment Management
Greenleaf Trust
Prestige Wealth Management Group
BlackRock
Morgan Stanley
Wright Fund Managment
Baker Avenue Asset Management
Jane Street

View all funds holding Ishares Tr conv bd etf