Ishares Tr conv bd etf shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in Ishares Tr conv bd etf
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Quarterly reported holdings in Ishares Tr conv bd etf by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $876k | 9.7k | 90.10 |
| 2025-03-31 | $950k | 11k | 83.61 |
| 2024-12-31 | $984k | 12k | 84.97 |
| 2024-09-30 | $917k | 11k | 83.67 |
| 2024-06-30 | $818k | 10k | 78.63 |
| 2024-03-31 | $1.3M | 16k | 79.83 |
| 2023-12-31 | $1.4M | 18k | 78.59 |
| 2023-09-30 | $971k | 13k | 74.21 |
| 2023-06-30 | $846k | 11k | 76.36 |
| 2023-03-31 | $865k | 12k | 72.62 |
| 2022-12-31 | $1.3M | 19k | 69.47 |
| 2022-09-30 | $1.0M | 15k | 68.88 |
| 2022-06-30 | $1.1M | 16k | 69.39 |
| 2022-03-31 | $396k | 4.8k | 83.30 |
| 2021-12-31 | $365k | 4.1k | 89.20 |
| 2021-09-30 | $408k | 4.1k | 99.95 |
| 2021-06-30 | $431k | 4.2k | 101.77 |
| 2021-03-31 | $405k | 4.1k | 97.90 |
| 2020-12-31 | $400k | 4.1k | 96.69 |
| 2020-09-30 | $1.3M | 16k | 80.69 |
| 2020-06-30 | $265k | 3.7k | 71.03 |
| 2020-03-31 | $311k | 5.7k | 54.34 |
| 2019-12-31 | $359k | 5.7k | 62.74 |
| 2019-09-30 | $304k | 5.2k | 58.12 |
| 2019-06-30 | $298k | 5.0k | 59.52 |
| 2019-03-31 | $259k | 4.5k | 57.92 |
| 2018-12-31 | $222k | 4.2k | 52.43 |
More positions owned by H D Vest Advisory Services
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