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Ishares Tr conv bd etf shares owned by Panoramic Investment Advisors

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

Historical chart of Panoramic Investment 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 Panoramic Investment 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 Panoramic Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $489k 5.0k 98.50

More positions owned by Panoramic Investment Advisors

Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Ultra Short Dur (ICSH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds High Div Yld (VYM)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Panoramic Investment Advisors

Top funds holding Ishares Tr conv bd etf

Envestnet Asset Management
LPL Financial
Goldman Sachs Group
Amg National Trust Bank
Goodman & Company, Investment Counsel
Greenleaf Trust
Advisory Alpha
Ameriprise Financial
BlackRock
Baker Avenue Asset Management
Prestige Wealth Management Group
Mml Investors Services
Howard Capital Management
New York Life Investment Management
Alliancebernstein

View all funds holding Ishares Tr conv bd etf