Icon Wealth Advisors »

Ishares Tr conv bd etf shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors 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 Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr conv bd etf by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $176k 2.2k 79.81
2022-12-31 $2.4M 35k 69.47
2022-09-30 $2.5M 37k 68.91

More positions owned by Icon Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Microsoft Corp Stock (MSFT)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares National Muni Bond Etf Etf (MUB)
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)
Amazon Stock (AMZN)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Msci Eafe Growth Etf Etf (EFG)
Chevron Corp Stock (CVX)
Exxon Mobil Corp Stock (XOM)
Enterprise Prods Partners Stock (EPD)
Ishares U.s. Technology Etf Etf (IYW)

View all positions for Icon Wealth Advisors

Top funds holding Ishares Tr conv bd etf

Bank of America Corporation
Envestnet Asset Management
Susquehanna International
Goodman & Company, Investment Counsel
LPL Financial
Amg National Trust Bank
Advisory Alpha
New York Life Investment Management
Greenleaf Trust
Prestige Wealth Management Group
BlackRock
Morgan Stanley
Wright Fund Managment
Baker Avenue Asset Management
Jane Street

View all funds holding Ishares Tr conv bd etf