Ishares Tr conv bd etf shares owned by United Advisor Group
Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by United Advisor Group
from 13F filings
Historical chart of United Advisor Group investment in Ishares Tr conv bd etf
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Quarterly reported holdings in Ishares Tr conv bd etf by United Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 11k | 100.05 |
| 2025-06-30 | $923k | 10k | 90.10 |
| 2025-03-31 | $796k | 9.5k | 83.61 |
| 2024-12-31 | $744k | 8.8k | 84.97 |