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Ishares Tr conv bd etf shares owned by Perissos Private Wealth Management

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

Historical chart of Perissos Private Wealth 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 Perissos Private Wealth 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 Perissos Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.5M 18k 84.97
2024-09-30 $1.5M 18k 83.67
2024-06-30 $1.6M 21k 78.63

More positions owned by Perissos Private Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
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J P Morgan Exchange Traded F Equity Premium (JEPI)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
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Ishares Tr Russell 2000 Etf (IWM)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Global Tech Etf (IXN)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Costco Wholesale Corporation (COST)

View all positions for Perissos Private Wealth Management

Top funds holding Ishares Tr conv bd etf

Bank of America Corporation
Envestnet Asset Management
Goldman Sachs Group
Goodman & Company, Investment Counsel
LPL Financial
Amg National Trust Bank
New York Life Investment Management
Advisory Alpha
Greenleaf Trust
Lebenthal Global Advisors
Wright Fund Managment
Howard Capital Management
BlackRock
Alliancebernstein
Assetmark

View all funds holding Ishares Tr conv bd etf