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Ishares Tr conv bd etf shares owned by Security Financial Services

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

Historical chart of Security Financial Services 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 Security Financial Services 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 Security Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $506k 6.0k 83.67
2024-06-30 $493k 6.3k 78.63
2024-03-31 $494k 6.2k 79.83
2022-12-31 $1.7M 25k 69.47
2022-09-30 $1.7M 25k 68.91
2022-06-30 $2.5M 36k 69.36

More positions owned by Security Financial Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Eafe Value Etf (EFV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr U.s. Tech Etf (IYW)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Mbs Etf (MBB)

View all positions for Security Financial Services

Top funds holding Ishares Tr conv bd etf

Bank of America Corporation
Envestnet Asset Management
Goodman & Company, Investment Counsel
LPL Financial
Amg National Trust Bank
New York Life Investment Management
Advisory Alpha
Greenleaf Trust
Howard Capital Management
BlackRock
BlackRock
Morgan Stanley
Wright Fund Managment
Assetmark
Baker Avenue Asset Management

View all funds holding Ishares Tr conv bd etf