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Ishares Tr conv bd etf shares owned by Certified Advisory Corp

Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by Certified Advisory Corp from 13F filings

Historical chart of Certified Advisory Corp investment in Ishares Tr conv bd etf

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All positions including Ishares Tr conv bd etf held by Certified Advisory Corp 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 Certified Advisory Corp

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 153k 78.59
2023-03-31 $11M 151k 72.62
2022-12-31 $10M 149k 69.47
2022-09-30 $2.1M 30k 68.92
2022-06-30 $1.3M 19k 69.36
2022-03-31 $602k 7.2k 83.28
2021-03-31 $105k 1.1k 97.95
2020-03-31 $31k 562 55.16
2019-12-31 $35k 561 62.39
2019-09-30 $32k 556 57.55
2019-06-30 $33k 554 59.57
2019-03-31 $32k 551 58.08
2018-12-31 $42k 807 52.04
2018-09-30 $15k 248 60.48