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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

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Quarterly 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