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Ishares Tr conv bd etf shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / 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 Congress Wealth Management LLC / DE / 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 Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $3.2M 36k 90.10
2025-03-31 $3.0M 36k 83.61

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Top funds holding Ishares Tr conv bd etf

Envestnet Asset Management
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Goodman & Company, Investment Counsel
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