Ishares Tr conv bd etf shares owned by Insight Wealth Strategies
Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by Insight Wealth Strategies
from 13F filings
Historical chart of Insight Wealth Strategies investment in Ishares Tr conv bd etf
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Quarterly reported holdings in Ishares Tr conv bd etf by Insight Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $22M | 245k | 89.29 |
| 2025-03-31 | $11M | 129k | 83.61 |
| 2024-12-31 | $11M | 127k | 84.97 |
| 2021-12-31 | $216k | 2.4k | 89.33 |
| 2021-09-30 | $560k | 5.6k | 99.79 |
| 2021-06-30 | $584k | 5.7k | 102.03 |
| 2021-03-31 | $532k | 5.4k | 98.23 |
| 2020-12-31 | $538k | 5.6k | 96.48 |
| 2020-09-30 | $469k | 5.8k | 80.70 |
| 2020-06-30 | $494k | 7.0k | 71.01 |
| 2020-03-31 | $390k | 7.2k | 54.34 |
| 2019-12-31 | $617k | 9.8k | 62.69 |
| 2019-09-30 | $425k | 7.3k | 58.20 |