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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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr conv bd etf held by Cornerstone Planning Group 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 Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
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

More positions owned by Cornerstone Planning Group

Invsc Qqq Trust Srs 1 Etf Iv Exchange Traded Fund (QQQ)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)
Ishares Core S&p Small-cap Etf Exchange Traded Fund (IJR)
Ishares Morgstar Mid Capgro Etf Exchange Traded Fund (IMCG)
Vanguard Intermediate Term Bond Etf Exchange Traded Fund (BIV)
Victory Ii Victorysharessrt Etf Iv Exchange Traded Fund (USTB)
Ishares Convertible Bondetf Exchange Traded Fund (ICVT)
Ishares High Yld Bnd Fctetf Exchange Traded Fund (HYDB)
1st Trst Long Shrt Exchange Traded Fund (FTLS)
Ft Emrging Mkts Sml Cap Alphadex Etf Exchange Traded Fund (FEMS)
Ishs Resi And Multi Realestate Etf Exchange Traded Fund (REZ)
Vanguard Mid Cap Value Etf Exchange Traded Fund (VOE)
First Trust Materials Alphadex Etf Exchange Traded Fund (FXZ)
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF)

View all positions for Cornerstone Planning Group

Top funds holding Ishares Tr conv bd etf

Bank of America Corporation
Assetmark
Financial Gravity Wealth
Amg National Trust Bank
Advisory Alpha
New York Life Investment Management
Prestige Wealth Management Group
Greenleaf Trust
Baker Avenue Asset Management
Nomura Asset Management
Advisor Group Holdings
Gradient Investments
Tradewinds Capital Management
CWM
Alliancebernstein

View all funds holding Ishares Tr conv bd etf