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Ishares Tr conv bd etf shares owned by Efficient Wealth Management

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

Historical chart of Efficient Wealth Management 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 Efficient Wealth Management 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 Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $113k 932 121.24
2025-09-30 $0 1 0.00

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Vanguard Bd Index Fds Vanguard Ultra (VUSB)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Index Fds Real Estate Etf (VNQ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Efficient Wealth Management

Top funds holding Ishares Tr conv bd etf

Bank of America Corporation
LPL Financial
Goodman & Company, Investment Counsel
Envestnet Asset Management
Amg National Trust Bank
Goldman Sachs Group
Greenleaf Trust
Advisory Alpha
New York Life Investment Management
Baker Avenue Asset Management
Morgan Stanley
Ameriprise Financial
Mml Investors Services
Howard Capital Management
Wright Fund Managment

View all funds holding Ishares Tr conv bd etf