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Ishares Tr conv bd etf shares owned by Mascagni Wealth Management

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

Historical chart of Mascagni Wealth Management 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 Mascagni 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 Mascagni Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.2M 73k 100.05
2025-06-30 $6.3M 70k 90.10
2025-03-31 $5.2M 62k 84.97
2024-12-31 $5.4M 64k 83.61

More positions owned by Mascagni Wealth Management

Ishares Convertible Bond Etf Etf (ICVT)
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Invesco S&p Midcap Quality Etf Etf (XMHQ)
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Ishares High Yield Bond Etf Etf (HYDB)
Capital Group Dividend Value Etf Etf (CGDV)
Microsoft Corp Stock (MSFT)
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Fidelity Total Bond Idx Etf Etf (FBND)
Meta Platforms Inc Cl A Stock (META)
Capital Group Core Balanced Etf Etf (CGBL)
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)
Spdr S&p 500 Growth Etf Etf (SPYG)
Invesco S&p Smallcap Momentum Etf Etf (XSMO)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for Mascagni 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