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Ishares Tr conv bd etf shares owned by First Heartland Consultants

Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by First Heartland Consultants from 13F filings

Historical chart of First Heartland Consultants 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 First Heartland Consultants 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 First Heartland Consultants

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.9M 32k 121.74
2025-09-30 $236k 2.4k 100.05
2025-06-30 $201k 2.2k 90.10
2025-03-31 $223k 2.7k 83.61

More positions owned by First Heartland Consultants

Spdr Series Trust Portfolio Lr Etf (SPYM)
Etf Ser Solutions Aptus Collared (ACIO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr S&p 500 Etf Tr Unit Ser 1 S&p (SPY)
Etf Ser Solutions Aptus Defined (DRSK)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ea Series Trust Freedoom 100 Em (FRDM)
Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchange-traded Core Investment (FTCB)
Ishares S&p 500 Grwt Etf (IVW)
Capital Group Dividend Value Etf (CGDV)
Ishares Tr Msci Emg Mkt Etf (EEM)

View all positions for First Heartland Consultants

Top funds holding Ishares Tr conv bd etf

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

View all funds holding Ishares Tr conv bd etf