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Ishares Tr conv bd etf shares owned by Swp Financial

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

Historical chart of Swp Financial 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 Swp Financial 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 Swp Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 13k 100.05
2025-06-30 $928k 10k 90.10
2025-03-31 $1.6M 19k 83.61
2024-12-31 $1.6M 18k 84.97

More positions owned by Swp Financial

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Total Usd (IUSB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Large Cap Etf (VV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)

View all positions for Swp Financial

Top funds holding Ishares Tr conv bd etf

Envestnet Asset Management
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Goodman & Company, Investment Counsel
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New York Life Investment Management
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Baker Avenue Asset Management
Prestige Wealth Management Group
BlackRock
Howard Capital Management
Mml Investors Services
Ameriprise Financial

View all funds holding Ishares Tr conv bd etf