Ishares Tr conv bd etf shares owned by One Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by One Wealth Advisors
from 13F filings
Historical chart of One Wealth Advisors investment in Ishares Tr conv bd etf
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Quarterly reported holdings in Ishares Tr conv bd etf by One Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $223k | 2.8k | 79.83 |
| 2023-06-30 | $254k | 3.3k | 76.36 |
| 2023-03-31 | $331k | 4.6k | 72.62 |
| 2022-12-31 | $1.8M | 26k | 69.47 |
| 2022-09-30 | $1.7M | 25k | 68.92 |
| 2022-06-30 | $2.2M | 31k | 69.35 |
| 2022-03-31 | $395k | 4.7k | 83.25 |