Sowell Financial Services »

Ishares Tr conv bd etf shares owned by Sowell Financial Services

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

Historical chart of Sowell 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 Sowell Financial Services 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 Sowell Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $283k 2.8k 100.06
2025-06-30 $255k 2.8k 90.10
2025-03-31 $271k 3.2k 83.60
2024-06-30 $1.0M 13k 78.64
2023-06-30 $812k 11k 76.36
2023-03-31 $260k 3.6k 72.59
2021-03-31 $113k 1.2k 96.75
2020-12-31 $116k 1.2k 96.43