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Ishares Tr conv bd etf shares owned by Milestone Asset Management

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

Historical chart of Milestone Asset 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 Milestone Asset 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 Milestone Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $549k 6.6k 83.68
2024-06-30 $456k 5.8k 78.63

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Pimco Etf Tr Active Bd Etf (BOND)
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NVIDIA Corporation (NVDA)
Walt Disney Company (DIS)
Nike CL B (NKE)

View all positions for Milestone Asset Management

Top funds holding Ishares Tr conv bd etf

Bank of America Corporation
Envestnet Asset Management
Goodman & Company, Investment Counsel
LPL Financial
Amg National Trust Bank
New York Life Investment Management
Advisory Alpha
Greenleaf Trust
Howard Capital Management
BlackRock
BlackRock
Morgan Stanley
Wright Fund Managment
Assetmark
Baker Avenue Asset Management

View all funds holding Ishares Tr conv bd etf