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Ishares Tr conv bd etf shares owned by McNaughton Wealth Management

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

Historical chart of McNaughton 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 McNaughton 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 McNaughton Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $482k 4.8k 100.05
2025-06-30 $413k 4.6k 90.10
2025-03-31 $577k 6.9k 83.61

More positions owned by McNaughton Wealth Management

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Vanguard Index Fds Mid Cap Etf (VO)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Future Ai & Tech (ARTY)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for McNaughton 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