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Ishares Tr conv bd etf shares owned by Elevated Financial Group

Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by Elevated Financial Group from 13F filings

Historical chart of Elevated Financial 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 Elevated Financial 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 Elevated Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $306k 3.1k 98.50

More positions owned by Elevated Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Mbs Etf (MBB)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Intl Aggr (IAGG)

View all positions for Elevated Financial Group

Top funds holding Ishares Tr conv bd etf

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