Plan »

Ishares Tr conv bd etf shares owned by Plan

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

Historical chart of Plan 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 Plan consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr conv bd etf by Plan

Quarter filed Position value Share count Share price at filing
2026-06-30 $242k 2.1k 116.37

More positions owned by Plan

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Large Cap Cor
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr U S Equity Factr (LRGF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Plan

Top funds holding Ishares Tr conv bd etf

Bank of America Corporation
LPL Financial
Goodman & Company, Investment Counsel
Envestnet Asset Management
Amg National Trust Bank
Goldman Sachs Group
Greenleaf Trust
Advisory Alpha
New York Life Investment Management
Baker Avenue Asset Management
Morgan Stanley
Ameriprise Financial
Mml Investors Services
Howard Capital Management
Wright Fund Managment

View all funds holding Ishares Tr conv bd etf