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Ishares Tr conv bd etf shares owned by Portfolio Resources Advisor Group

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

Historical chart of Portfolio Resources Advisor Group 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 Portfolio Resources Advisor Group 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 Portfolio Resources Advisor Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $48k 468 101.79

More positions owned by Portfolio Resources Advisor Group

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Ishares A I Inno (BAI)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Portfolio Resources Advisor Group

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
Mml Investors Services
Howard Capital Management
New York Life Investment Management
Cetera Investment Advisers
Alliancebernstein

View all funds holding Ishares Tr conv bd etf