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Ishares Tr conv bd etf shares owned by Cassilly Financial Group

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

Historical chart of Cassilly Financial Group investment in Ishares Tr conv bd etf

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All positions including Ishares Tr conv bd etf held by Cassilly 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 Cassilly Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $824k 8.4k 98.51

More positions owned by Cassilly Financial Group

Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Series Trust State Street Spd (SPLG)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Mbs Etf (MBB)

View all positions for Cassilly Financial Group

Top funds holding Ishares Tr conv bd etf

Envestnet Asset Management
Goldman Sachs Group
LPL Financial
Amg National Trust Bank
Greenleaf Trust
Goodman & Company, Investment Counsel
Advisory Alpha
New York Life Investment Management
Baker Avenue Asset Management
Prestige Wealth Management Group
BlackRock
Howard Capital Management
Mml Investors Services
Ameriprise Financial
Alliancebernstein

View all funds holding Ishares Tr conv bd etf