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Ishares Tr conv bd etf shares owned by Kfg Wealth Management

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

Historical chart of Kfg Wealth Management investment in Ishares Tr conv bd etf

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All positions including Ishares Tr conv bd etf held by Kfg 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 Kfg Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 12k 100.05
2025-06-30 $1.6M 18k 90.10
2025-03-31 $1.9M 22k 83.61
2024-12-31 $2.7M 32k 84.97

More positions owned by Kfg Wealth Management

Fidelity Covington Trust Enhanced Large (FELC)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Fidelity Covington Trust Enhanced Intl (FENI)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Innovator Etfs Trust Power Buffer Set (PSTP)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Fidelity Covington Trust Enhanced Mid (FMDE)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Inflation Prote (DFIP)
Apple (AAPL)

View all positions for Kfg Wealth Management

Top funds holding Ishares Tr conv bd etf

Envestnet Asset Management
Goldman Sachs Group
LPL Financial
Amg National Trust Bank
Goodman & Company, Investment Counsel
Advisory Alpha
Greenleaf Trust
New York Life Investment Management
Morgan Stanley
Baker Avenue Asset Management
Prestige Wealth Management Group
BlackRock
Howard Capital Management
Mml Investors Services
Ameriprise Financial

View all funds holding Ishares Tr conv bd etf