Ishares Tr conv bd etf shares owned by Comprehensive Wealth Management
Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by Comprehensive Wealth Management
from 13F filings
Historical chart of Comprehensive Wealth Management investment in Ishares Tr conv bd etf
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Quarterly reported holdings in Ishares Tr conv bd etf by Comprehensive Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $645k | 8.1k | 79.83 |
| 2023-12-31 | $580k | 7.4k | 78.59 |
| 2023-09-30 | $1.7M | 23k | 74.21 |
| 2023-06-30 | $3.2M | 41k | 76.36 |
| 2023-03-31 | $2.5M | 35k | 72.62 |
| 2022-12-31 | $1.9M | 27k | 69.47 |
| 2022-09-30 | $1.2M | 17k | 68.90 |
| 2022-06-30 | $1.2M | 17k | 69.36 |
| 2022-03-31 | $1.5M | 18k | 83.32 |
| 2021-03-31 | $1.1M | 11k | 98.22 |
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