Ishares Tr conv bd etf shares owned by IFP Advisors
Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by IFP Advisors
from 13F filings
Historical chart of IFP Advisors investment in Ishares Tr conv bd etf
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Quarterly reported holdings in Ishares Tr conv bd etf by IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 31k | 100.05 |
| 2025-06-30 | $2.8M | 31k | 90.09 |
| 2025-03-31 | $2.1M | 25k | 83.61 |
| 2024-12-31 | $375k | 4.4k | 84.97 |
| 2024-09-30 | $418k | 5.0k | 83.67 |
| 2024-06-30 | $360k | 4.6k | 78.66 |
| 2024-03-31 | $370k | 4.6k | 79.88 |
| 2023-12-31 | $663k | 8.4k | 78.61 |
| 2023-09-30 | $818k | 11k | 74.23 |
| 2023-06-30 | $521k | 6.8k | 76.38 |
| 2023-03-31 | $521k | 8.9k | 58.55 |
| 2022-12-31 | $584k | 9.1k | 64.17 |
| 2022-09-30 | $683k | 9.1k | 74.94 |
| 2022-06-30 | $527k | 8.1k | 65.07 |
| 2022-03-31 | $463k | 7.7k | 60.16 |
| 2021-12-31 | $460k | 5.1k | 90.71 |
| 2021-09-30 | $793k | 8.0k | 99.61 |
| 2021-06-30 | $688k | 6.7k | 102.49 |
| 2021-03-31 | $2.6M | 27k | 98.44 |
| 2020-12-31 | $3.2M | 33k | 96.65 |
| 2020-09-30 | $2.4M | 30k | 80.59 |
| 2020-06-30 | $1.7M | 24k | 70.00 |
| 2020-03-31 | $1.3M | 23k | 54.96 |
| 2019-12-31 | $169k | 2.7k | 62.94 |
| 2019-09-30 | $57k | 980 | 58.16 |
| 2019-03-31 | $46k | 800 | 57.50 |
| 2018-12-31 | $419k | 8.0k | 52.10 |
| 2018-09-30 | $460k | 7.7k | 59.91 |
| 2018-06-30 | $442k | 7.7k | 57.72 |
| 2018-03-31 | $199k | 3.5k | 56.21 |
| 2017-12-31 | $52k | 952 | 54.62 |
| 2017-09-30 | $12k | 222 | 54.05 |
| 2017-06-30 | $12k | 222 | 54.05 |
| 2017-03-31 | $9.0k | 166 | 54.22 |
| 2016-03-31 | $46k | 800 | 57.50 |