Ishares Tr conv bd etf shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in Ishares Tr conv bd etf
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Quarterly reported holdings in Ishares Tr conv bd etf by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 51k | 100.05 |
| 2025-06-30 | $3.7M | 41k | 90.10 |
| 2025-03-31 | $6.3M | 76k | 83.61 |
| 2024-12-31 | $6.6M | 78k | 84.97 |
| 2024-09-30 | $4.7M | 56k | 83.67 |
| 2024-06-30 | $4.4M | 56k | 78.63 |
| 2024-03-31 | $3.9M | 49k | 79.83 |
| 2023-12-31 | $582k | 7.4k | 78.59 |
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