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Ishares Tr conv bd etf shares owned by Greenleaf Trust

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

Historical chart of Greenleaf Trust 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 Greenleaf Trust 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 Greenleaf Trust

Quarter filed Position value Share count Share price at filing
2023-12-31 $23M 295k 78.59

More positions owned by Greenleaf Trust

Stryker Corporation (SYK)
iShares Core S&P 500 Index Core S&p500 Etf (IVV)
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA)
Apple (AAPL)
iShares Core S&P Midcap 400 Index Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
iShares MSCI Emerging Index Fund MFC Msci Emg Mkt Etf (EEM)
iShares Core S&P Smallcap 600 Index Core S&p Scp Etf (IJR)
Amazon (AMZN)
Alphabet Inc. Cl C CL C (GOOG)
Visa Inc - Class A Cl A (V)
Berkshire Hathaway Cl B Cl B New (BRK.B)
S&P 500 Index ETF Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Meta Platforms Inc. Cl A Cl A (META)

View all positions for Greenleaf Trust

Top funds holding Ishares Tr conv bd etf

Bank of America Corporation
Assetmark
Financial Gravity Wealth
Amg National Trust Bank
Advisory Alpha
New York Life Investment Management
Prestige Wealth Management Group
Greenleaf Trust
Baker Avenue Asset Management
Nomura Asset Management
Advisor Group Holdings
Gradient Investments
Tradewinds Capital Management
CWM
Alliancebernstein

View all funds holding Ishares Tr conv bd etf