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Ishares Tr conv bd etf shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners investment in Ishares Tr conv bd etf

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All positions including Ishares Tr conv bd etf held by Triad Wealth Partners 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 Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $230k 2.3k 100.04
2025-06-30 $1.3M 14k 90.10
2025-03-31 $1.5M 18k 83.61
2024-12-31 $1.2M 14k 84.97
2024-06-30 $23k 296 78.63

More positions owned by Triad Wealth Partners

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Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
Vanguard World Mega Cap Index (MGC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Triad Wealth Partners

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
Morgan Stanley
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