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Ishares Tr conv bd etf shares owned by JPL Wealth Management

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

Historical chart of JPL 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 JPL 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 JPL Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $117k 1.2k 101.79

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Schwab Strategic Tr Sht Tm Us Tres (SCHO)
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Ea Series Trust Alpha Architect (CAOS)
Alphabet Cap Stk Cl A (GOOGL)
Ea Series Trust Alpha Architect (AAEQ)
UnitedHealth (UNH)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Chevron Corporation (CVX)
Caterpillar (CAT)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for JPL Wealth Management

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