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Ishares Tr conv bd etf shares owned by H&H Retirement Design & Management

Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by H&H Retirement Design & Management from 13F filings

Historical chart of H&H Retirement Design & Management 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&H Retirement Design & Management 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&H Retirement Design & Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $261k 2.4k 109.68
2025-03-31 $201k 2.5k 81.10
2024-12-31 $216k 2.5k 87.36
2020-09-30 $274k 3.4k 80.80
2020-06-30 $3.7M 53k 70.96
2020-03-31 $2.4M 44k 54.35