Ishares Tr conv bd etf shares owned by Outlook Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by Outlook Wealth Advisors
from 13F filings
Historical chart of Outlook Wealth Advisors investment in Ishares Tr conv bd etf
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Quarterly reported holdings in Ishares Tr conv bd etf by Outlook Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $973k | 12k | 83.67 |
| 2024-06-30 | $3.5M | 12k | 307.08 |
| 2024-03-31 | $991k | 12k | 79.83 |
| 2023-12-31 | $926k | 12k | 78.59 |
| 2022-03-31 | $859k | 10k | 83.30 |
| 2021-12-31 | $959k | 11k | 89.14 |
| 2021-09-30 | $1.1M | 11k | 99.70 |
| 2021-06-30 | $1.2M | 12k | 101.99 |
| 2021-03-31 | $1.1M | 11k | 98.22 |
| 2020-12-31 | $1.2M | 12k | 96.53 |
| 2020-09-30 | $1.7M | 21k | 80.76 |
| 2020-06-30 | $1.5M | 22k | 70.95 |
| 2020-03-31 | $571k | 11k | 54.33 |