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Ishares Tr conv bd etf shares owned by Vermillion & White Wealth Management Group

Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by Vermillion & White Wealth Management Group from 13F filings

Historical chart of Vermillion & White Wealth Management Group 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 Vermillion & White Wealth Management Group 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 Vermillion & White Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $48k 481 100.05
2025-06-30 $51k 568 90.10
2025-03-31 $62k 746 83.61
2024-12-31 $9.9k 117 84.97
2024-09-30 $9.8k 117 83.67
2024-06-30 $7.9k 101 78.63