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Ishares Tr conv bd etf shares owned by IHT Wealth Management

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

Historical chart of IHT Wealth 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 IHT Wealth 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 IHT Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.3M 53k 100.05
2025-06-30 $2.0M 23k 90.10
2025-03-31 $4.3M 51k 83.61
2024-12-31 $4.3M 51k 84.97
2024-09-30 $4.7M 57k 83.67
2024-06-30 $1.3M 16k 78.63
2019-12-31 $316k 5.0k 62.66
2019-09-30 $522k 9.0k 58.14
2019-06-30 $531k 8.9k 59.53
2019-03-31 $459k 7.9k 58.02