Ishares Tr conv bd etf shares owned by Lido Advisors
Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by Lido Advisors
from 13F filings
Historical chart of Lido 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 Lido Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr conv bd etf by Lido Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.0M | 19k | 101.79 |
| 2025-12-31 | $595k | 5.9k | 100.05 |
| 2025-09-30 | $595k | 5.9k | 100.05 |
| 2025-06-30 | $406k | 4.5k | 90.10 |
| 2025-03-31 | $266k | 3.2k | 83.61 |
| 2024-12-31 | $306k | 3.6k | 84.97 |
| 2024-09-30 | $285k | 3.4k | 83.67 |
| 2024-06-30 | $209k | 2.7k | 78.63 |