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
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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 |