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Ishares Tr conv bd etf shares owned by Kroeger Financial Partners

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

Historical chart of Kroeger Financial Partners investment in Ishares Tr conv bd etf

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All positions including Ishares Tr conv bd etf held by Kroeger Financial Partners 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 Kroeger Financial Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.8M 40k 121.74

More positions owned by Kroeger Financial Partners

Vanguard Ftse Developed Markets Index Fund Etf Shares Shares (VEA)
Ishares 1-5 Year Investment Grade Corporate Bond Etf Shares (IGSB)
State Street Spdr Portfolio S&p 500 Etf Shares (SPYM)
Vanguard Intermediate-term Bond Index Fund Etf Shares Shares (BIV)
Jpmorgan International Bond Opportunities Etf Shares (JPIB)
Invesco S&p 500 Quality Etf Shares (SPHQ)
Ishares Convertible Bond Etf Shares (ICVT)
Vanguard Value Index Fund Etf Shares Shares (VTV)
Imgp Dbi Managed Futures Strategy Etf Shares (DBMF)
Invesco Variable Rate Preferred Etf Shares (VRP)
Ishares Ultra Short Duration Bond Active Etf Shares (ICSH)
Apple (AAPL)
Ishares Core International Aggregate Bond Etf Shares (IAGG)
Ishares Core Universal Usd Bond Etf Shares (IUSB)
State Street Spdr Portfolio Emerging Markets Etf Shares (SPEM)

View all positions for Kroeger Financial Partners

Top funds holding Ishares Tr conv bd etf

Bank of America Corporation
Envestnet Asset Management
LPL Financial
Goodman & Company, Investment Counsel
Jane Street
Goldman Sachs Group
Amg National Trust Bank
Greenleaf Trust
Advisory Alpha
Ameriprise Financial
Baker Avenue Asset Management
Morgan Stanley
Prestige Wealth Management Group
New York Life Investment Management
Howard Capital Management

View all funds holding Ishares Tr conv bd etf