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Ishares Tr conv bd etf shares owned by Elevation Capital Advisory

Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by Elevation Capital Advisory from 13F filings

Historical chart of Elevation Capital Advisory 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 Elevation Capital Advisory 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 Elevation Capital Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 13k 101.79
2025-09-30 $5.6M 56k 100.05

More positions owned by Elevation Capital Advisory

Spdr Series Trust State Street Spd (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ssga Active Etf Tr State Street Ult (ULST)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust State Street Spd (SPYG)
Vanguard World Mega Grwth Ind (MGK)
First Tr Exchange-traded A Com Shs (FEX)
First Tr Exchange-traded SHS (FDL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Fidelity Covington Trust High Divid Etf (FDVV)

View all positions for Elevation Capital Advisory

Top funds holding Ishares Tr conv bd etf

Bank of America Corporation
Provida Pension Fund Administrator
Envestnet Asset Management
LPL Financial
Jane Street
Goldman Sachs Group
Amg National Trust Bank
Goodman & Company, Investment Counsel
Greenleaf Trust
Wright Fund Managment
Advisory Alpha
Ameriprise Financial
Baker Avenue Asset Management
Morgan Stanley
Prestige Wealth Management Group

View all funds holding Ishares Tr conv bd etf