Towerpoint Wealth »

Ishares Tr conv bd etf shares owned by Towerpoint Wealth

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

Historical chart of Towerpoint Wealth 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 Towerpoint Wealth 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 Towerpoint Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $201k 2.0k 98.49
2022-09-30 $725k 11k 68.88
2022-06-30 $779k 11k 69.34
2022-03-31 $604k 7.3k 83.29
2021-12-31 $273k 3.1k 89.27

More positions owned by Towerpoint Wealth

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
T Rowe Price Etf Qm Us Bond Etf (TAGG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
First Tr Exchange-traded SHS (FVD)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr Series Trust State Street Spd (KOMP)
Eli Lilly & Co. (LLY)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Towerpoint Wealth

Top funds holding Ishares Tr conv bd etf

Envestnet Asset Management
Goldman Sachs Group
LPL Financial
Amg National Trust Bank
Goodman & Company, Investment Counsel
Advisory Alpha
Greenleaf Trust
New York Life Investment Management
Baker Avenue Asset Management
Prestige Wealth Management Group
BlackRock
Howard Capital Management
Mml Investors Services
Ameriprise Financial
Alliancebernstein

View all funds holding Ishares Tr conv bd etf