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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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr conv bd etf held by H D Vest Advisory Services 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 H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
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