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Ishares Tr conv bd etf shares owned by Cypress Wealth Services

Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by Cypress Wealth Services from 13F filings

Historical chart of Cypress Wealth Services 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 Cypress Wealth Services 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 Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $211k 2.6k 79.83
2022-12-31 $651k 9.4k 69.47
2022-09-30 $648k 9.2k 70.50
2022-06-30 $784k 11k 69.37

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View all positions for Cypress Wealth Services

Top funds holding Ishares Tr conv bd etf

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

View all funds holding Ishares Tr conv bd etf