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Ishares Tr conv bd etf shares owned by Summit X

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

Historical chart of Summit X 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 Summit X 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 Summit X

Quarter filed Position value Share count Share price at filing
2024-09-30 $440k 5.6k 78.63
2024-06-30 $446k 5.7k 78.65
2024-03-31 $457k 5.7k 79.83
2022-12-31 $621k 8.9k 69.36
2022-09-30 $959k 15k 66.15
2022-06-30 $610k 8.9k 68.16