Sofi Wealth »

Ishares Tr conv bd etf shares owned by Sofi Wealth

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

Historical chart of Sofi 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 Sofi Wealth 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 Sofi Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 15k 101.79

More positions owned by Sofi Wealth

Ishares Tr S&p 500 Grwt Etf (IVW)
Tidal Etf Tr Sofi Select 500 (SFY)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Ishares Intl Ctr (CORO)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Us Thema (THRO)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr National Mun Etf (MUB)
Global X Fds Defense Tech Etf (SHLD)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)

View all positions for Sofi Wealth

Top funds holding Ishares Tr conv bd etf

Bank of America Corporation
Provida Pension Fund Administrator
Envestnet Asset Management
LPL Financial
Jane Street
Goldman Sachs Group
Amg National Trust Bank
Goodman & Company, Investment Counsel
Greenleaf Trust
Wright Fund Managment
Advisory Alpha
Ameriprise Financial
Baker Avenue Asset Management
Morgan Stanley
Prestige Wealth Management Group

View all funds holding Ishares Tr conv bd etf