Ishares Tr conv bd etf shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in Ishares Tr conv bd etf
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Quarterly reported holdings in Ishares Tr conv bd etf by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $269k | 3.2k | 83.70 |
| 2024-06-30 | $240k | 3.7k | 65.45 |
| 2024-03-31 | $264k | 3.3k | 80.49 |
| 2022-09-30 | $1.2M | 17k | 68.87 |
| 2022-06-30 | $1.5M | 22k | 69.29 |
| 2022-03-31 | $383k | 4.6k | 82.97 |
| 2021-09-30 | $76k | 757 | 100.40 |
| 2021-06-30 | $77k | 757 | 101.72 |
| 2020-12-31 | $0 | 0 | 0.00 |