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Ishares Tr conv bd etf shares owned by Investment Management Trust

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

Historical chart of Investment Management Trust 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 Investment Management Trust 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 Investment Management Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $590k 5.8k 101.78

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Microsoft Corporation (MSFT)
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Spdr Gold Tr Gold Shs (GLD)
Caterpillar (CAT)
Select Sector Spdr Tr State Street Uti (XLU)
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State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Investment Management Trust

Top funds holding Ishares Tr conv bd etf

Bank of America Corporation
Provida Pension Fund Administrator
Envestnet Asset Management
LPL Financial
Jane Street
Goldman Sachs Group
Amg National Trust Bank
Goodman & Company, Investment Counsel
Greenleaf Trust
Wright Fund Managment
Advisory Alpha
Ameriprise Financial
Baker Avenue Asset Management
Morgan Stanley
Prestige Wealth Management Group

View all funds holding Ishares Tr conv bd etf