Ishares Tr conv bd etf shares owned by Spectrum Planning & Advisory Services
Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by Spectrum Planning & Advisory Services
from 13F filings
Historical chart of Spectrum Planning & Advisory Services investment in Ishares Tr conv bd etf
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Quarterly reported holdings in Ishares Tr conv bd etf by Spectrum Planning & Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 28k | 100.05 |
| 2025-06-30 | $2.5M | 28k | 90.10 |
| 2025-03-31 | $363k | 4.3k | 83.60 |
| 2022-12-31 | $341k | 4.9k | 69.46 |
| 2022-09-30 | $549k | 8.0k | 68.93 |
| 2022-06-30 | $769k | 11k | 69.32 |
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