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Ishares Tr conv bd etf shares owned by Merkkuri Wealth Advisors

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

Historical chart of Merkkuri Wealth 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 Merkkuri Wealth 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 Merkkuri Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $20k 199 101.62

More positions owned by Merkkuri Wealth Advisors

Spdr Series Trust State Street Spd (SPYM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Janus Detroit Str Tr Henderson Securi (JSI)
First Tr Exchange Traded Buywrit Incm Etf (FTHI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Select Sector Spdr Tr State Street Ene (XLE)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Merkkuri Wealth Advisors

Top funds holding Ishares Tr conv bd etf

Bank of America Corporation
Provida Pension Fund Administrator
Envestnet Asset Management
LPL Financial
Jane Street
Goldman Sachs Group
Amg National Trust Bank
Goodman & Company, Investment Counsel
Greenleaf Trust
Wright Fund Managment
Advisory Alpha
Ameriprise Financial
Baker Avenue Asset Management
Morgan Stanley
Prestige Wealth Management Group

View all funds holding Ishares Tr conv bd etf