Ishares Tr conv bd etf shares owned by Keystone Wealth Services
Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by Keystone Wealth Services
from 13F filings
Historical chart of Keystone Wealth Services investment in Ishares Tr conv bd etf
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Quarterly reported holdings in Ishares Tr conv bd etf by Keystone Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 13k | 100.05 |
| 2025-06-30 | $1.0M | 11k | 90.10 |
| 2025-03-31 | $947k | 11k | 83.61 |
| 2024-12-31 | $1.0M | 12k | 84.97 |
| 2022-12-31 | $414k | 6.0k | 69.47 |
| 2022-09-30 | $429k | 6.2k | 68.84 |
| 2022-06-30 | $570k | 8.2k | 69.31 |