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Ishares Tr conv bd etf shares owned by Keystone Financial Services

Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by Keystone Financial Services from 13F filings

Historical chart of Keystone Financial Services investment in Ishares Tr conv bd etf

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All positions including Ishares Tr conv bd etf held by Keystone Financial Services 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 Keystone Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $256k 3.1k 83.67
2024-06-30 $245k 3.1k 78.63
2024-03-31 $233k 2.9k 79.83
2022-09-30 $1.2M 17k 70.34
2022-06-30 $1.2M 17k 72.94

More positions owned by Keystone Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Core Msci Emkt (IEMG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Blackrock Etf Trust Ii Flexible Income (BINC)

View all positions for Keystone Financial Services

Top funds holding Ishares Tr conv bd etf

Bank of America Corporation
Envestnet Asset Management
Goodman & Company, Investment Counsel
LPL Financial
Amg National Trust Bank
New York Life Investment Management
Advisory Alpha
Greenleaf Trust
Howard Capital Management
BlackRock
BlackRock
Morgan Stanley
Wright Fund Managment
Assetmark
Baker Avenue Asset Management

View all funds holding Ishares Tr conv bd etf