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Ishares Tr conv bd etf shares owned by Hershey Financial Advisers

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

Historical chart of Hershey Financial Advisers 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 Hershey Financial Advisers 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 Hershey Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.8k 48 78.63

More positions owned by Hershey Financial Advisers

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
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NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Carnival Corp Unit 99/99/9999 (CCL)
Vanguard World Inf Tech Etf (VGT)
Vanguard World Comm Srvc Etf (VOX)
Ishares Tr Morningstar Grwt (ILCG)
Trane Technologies SHS (TT)
Vanguard World Utilities Etf (VPU)
Vanguard World Energy Etf (VDE)
Vanguard World Financials Etf (VFH)
Vanguard World Industrial Etf (VIS)
Vanguard World Materials Etf (VAW)
Vanguard World Consum Stp Etf (VDC)

View all positions for Hershey Financial Advisers

Top funds holding Ishares Tr conv bd etf

Bank of America Corporation
Envestnet Asset Management
Goodman & Company, Investment Counsel
LPL Financial
Amg National Trust Bank
New York Life Investment Management
Advisory Alpha
Greenleaf Trust
Howard Capital Management
BlackRock
BlackRock
Morgan Stanley
Wright Fund Managment
Assetmark
Baker Avenue Asset Management

View all funds holding Ishares Tr conv bd etf