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Ishares Tr conv bd etf shares owned by Coppell Advisory Solutions

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

Historical chart of Coppell Advisory Solutions 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 Coppell Advisory Solutions 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 Coppell Advisory Solutions

Quarter filed Position value Share count Share price at filing
2025-03-31 $689k 14k 50.67
2024-12-31 $13k 156 85.10
2024-09-30 $12k 145 83.51
2023-12-31 $202k 2.6k 78.59
2023-06-30 $1.4k 18 75.89

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Listed Fds Tr Yields For You I (YFYA)
Ssga Active Etf Tr Blackstone Senr (SRLN)
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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
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First Tr Exchange-traded Ft Vest S&p 500 (KNG)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Coppell Advisory Solutions

Top funds holding Ishares Tr conv bd etf

Envestnet Asset Management
Goldman Sachs Group
LPL Financial
Amg National Trust Bank
Goodman & Company, Investment Counsel
Advisory Alpha
Greenleaf Trust
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