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Ishares Tr conv bd etf shares owned by Goldstein Advisors

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

Historical chart of Goldstein Advisors 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 Goldstein Advisors 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 Goldstein Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $202k 2.0k 100.05
2025-03-31 $358k 4.3k 83.61
2024-12-31 $365k 4.3k 84.97
2024-09-30 $203k 2.4k 83.67

More positions owned by Goldstein Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
J P Morgan Exchange Traded F Active Growth (JGRO)
Victory Portfolios Ii Shares Free Cash (VFLO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Victory Portfolios Ii Core Intrmediate (UBND)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Blackrock Etf Trust Ishares Us Thema (THRO)
Pimco Etf Tr Active Bd Etf (BOND)
The Alger Etf Trust Ai Enablers Adop (ALAI)
American Centy Etf Tr Diversified Mu (TAXF)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Ishares Tr Core Msci Total (IXUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Lattice Strategies Tr Hartford Mlt Etf (RODM)

View all positions for Goldstein Advisors

Top funds holding Ishares Tr conv bd etf

Envestnet Asset Management
Goldman Sachs Group
LPL Financial
Amg National Trust Bank
Goodman & Company, Investment Counsel
Advisory Alpha
Greenleaf Trust
New York Life Investment Management
Morgan Stanley
Baker Avenue Asset Management
Prestige Wealth Management Group
BlackRock
Howard Capital Management
Mml Investors Services
Ameriprise Financial

View all funds holding Ishares Tr conv bd etf