Planning Strategies »

Ishares Tr conv bd etf shares owned by Planning Strategies

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

Historical chart of Planning Strategies 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 Planning Strategies 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 Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $22k 177 121.45

More positions owned by Planning Strategies

Vanguard Russell 1000 Growth Etf Etf (VONG)
Franklin International Low Volatility High Dividend Index Etf Etf (LVHI)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Invesco S&p 100 Equal Weight Etf Etf (EQWL)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Nvidia Corporation Stock (NVDA)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Apple Stock (AAPL)
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Planning Strategies

Top funds holding Ishares Tr conv bd etf

Bank of America Corporation
Envestnet Asset Management
LPL Financial
Goodman & Company, Investment Counsel
Jane Street
Goldman Sachs Group
Amg National Trust Bank
Greenleaf Trust
Advisory Alpha
Ameriprise Financial
Baker Avenue Asset Management
Morgan Stanley
Prestige Wealth Management Group
New York Life Investment Management
Howard Capital Management

View all funds holding Ishares Tr conv bd etf