Ishares Tr conv bd etf shares owned by Simplicity Wealth
Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth 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 Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr conv bd etf by Simplicity Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $604k | 7.2k | 83.67 |
2024-06-30 | $599k | 7.6k | 78.63 |
2024-03-31 | $482k | 6.0k | 79.83 |
2022-09-30 | $836k | 12k | 68.89 |