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Ishares Tr conv bd etf shares owned by Latitude Advisors

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

Historical chart of Latitude Advisors 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 Latitude Advisors 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 Latitude Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $218k 2.2k 98.52

More positions owned by Latitude Advisors

Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Microsoft Corporation (MSFT)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Apple (AAPL)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Tyler Technologies (TYL)

View all positions for Latitude Advisors

Top funds holding Ishares Tr conv bd etf

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

View all funds holding Ishares Tr conv bd etf