Ishares Tr conv bd etf shares owned by GeoWealth Management
Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in Ishares Tr conv bd etf
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Quarterly reported holdings in Ishares Tr conv bd etf by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $967k | 12k | 83.61 |
| 2024-12-31 | $47k | 547 | 84.97 |
| 2024-09-30 | $744k | 8.9k | 83.67 |
| 2024-06-30 | $254k | 3.2k | 78.63 |
| 2023-09-30 | $7.0M | 95k | 74.21 |
| 2023-06-30 | $1.8M | 24k | 76.36 |
| 2022-03-31 | $15M | 179k | 83.32 |
| 2021-09-30 | $2.5M | 25k | 99.75 |