Ishares Tr conv bd etf shares owned by Gen-Wealth Partners
Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by Gen-Wealth Partners
from 13F filings
Historical chart of Gen-Wealth Partners investment in Ishares Tr conv bd etf
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Quarterly reported holdings in Ishares Tr conv bd etf by Gen-Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $228k | 2.3k | 100.04 |
| 2025-06-30 | $187k | 2.1k | 90.09 |
| 2025-03-31 | $289k | 3.5k | 83.60 |
| 2024-12-31 | $253k | 3.0k | 84.97 |
| 2024-09-30 | $162k | 1.9k | 84.49 |
| 2024-06-30 | $141k | 1.8k | 78.63 |
| 2024-03-31 | $144k | 1.8k | 79.83 |