Ishares Tr conv bd etf shares owned by Cornerstone Planning Group
Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by Cornerstone Planning Group
from 13F filings
Historical chart of Cornerstone Planning Group investment in Ishares Tr conv bd etf
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Quarterly reported holdings in Ishares Tr conv bd etf by Cornerstone Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $14M | 163k | 84.75 |
| 2024-03-31 | $11M | 147k | 77.87 |
| 2023-12-31 | $11M | 142k | 78.59 |
| 2023-09-30 | $9.4M | 127k | 74.21 |
| 2023-06-30 | $8.5M | 112k | 76.36 |
| 2022-12-31 | $6.6M | 92k | 71.62 |
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