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Ishares Tr conv bd etf shares owned by Synergy Financial Management

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

Historical chart of Synergy Financial Management 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 Synergy Financial Management 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 Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $247k 3.1k 79.83
2023-12-31 $312k 4.0k 78.59
2023-06-30 $8.8M 115k 76.36

More positions owned by Synergy Financial Management

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Coca-Cola Company (KO)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Johnson & Johnson (JNJ)
UnitedHealth (UNH)
Schlumberger Com Stk (SLB)
ResMed (RMD)
Arch Cap Group Ord (ACGL)
Intercontinental Exchange (ICE)

View all positions for Synergy Financial Management

Top funds holding Ishares Tr conv bd etf

Bank of America Corporation
Assetmark
Financial Gravity Wealth
Amg National Trust Bank
Advisory Alpha
Greenleaf Trust
New York Life Investment Management
Prestige Wealth Management Group
Baker Avenue Asset Management
Nomura Asset Management
Advisor Group Holdings
Gradient Investments
Tradewinds Capital Management
CWM
Wright Fund Managment

View all funds holding Ishares Tr conv bd etf