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Ishares Tr conv bd etf shares owned by Midwest Capital Advisors

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

Historical chart of Midwest Capital 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 Midwest Capital 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 Midwest Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 14k 100.05
2025-06-30 $843k 9.4k 90.10
2025-03-31 $1.3M 15k 83.61

More positions owned by Midwest Capital Advisors

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Intl Div (BIDD)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr S&p 100 Etf (OEF)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Putnam Etf Trust Focused Lar Cap (PVAL)

View all positions for Midwest Capital Advisors

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