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Ishares Tr conv bd etf shares owned by Transamerica Financial Advisors

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

Historical chart of Transamerica Financial Advisors 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 Transamerica Financial Advisors 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 Transamerica Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $370k 4.7k 78.61
2023-09-30 $554k 7.5k 74.27
2023-06-30 $590k 7.7k 76.45
2023-03-31 $421k 5.8k 72.71
2022-12-31 $388k 5.6k 69.50
2022-09-30 $434k 6.3k 69.03
2022-06-30 $405k 5.8k 69.39
2022-03-31 $1.0k 10 100.00
2019-06-30 $55k 908 60.57