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Ishares Tr conv bd etf shares owned by TSA Wealth Managment

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

Historical chart of TSA Wealth Managment 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 TSA Wealth Managment 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 TSA Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 19k 83.67
2024-06-30 $1.5M 19k 78.63
2024-03-31 $1.6M 20k 79.83

More positions owned by TSA Wealth Managment

Spdr Ser Tr Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Msci Emrg Chn (EMXC)
Blackrock Etf Trust Ii Flexible Income (BINC)

View all positions for TSA Wealth Managment

Top funds holding Ishares Tr conv bd etf

Bank of America Corporation
Envestnet Asset Management
Goodman & Company, Investment Counsel
LPL Financial
Amg National Trust Bank
New York Life Investment Management
Advisory Alpha
Greenleaf Trust
Howard Capital Management
BlackRock
BlackRock
Morgan Stanley
Wright Fund Managment
Assetmark
Baker Avenue Asset Management

View all funds holding Ishares Tr conv bd etf