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Ishares Tr conv bd etf shares owned by Clark Asset Management

Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by Clark Asset Management from 13F filings

Historical chart of Clark Asset Management 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 Clark Asset Management 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 Clark Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $317k 3.2k 98.50
2025-09-30 $327k 3.3k 100.05
2025-06-30 $294k 3.3k 90.10
2025-03-31 $273k 3.3k 83.61

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View all positions for Clark Asset Management

Top funds holding Ishares Tr conv bd etf

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Howard Capital Management
New York Life Investment Management
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View all funds holding Ishares Tr conv bd etf