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Ishares Tr conv bd etf shares owned by Vision Retirement

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

Historical chart of Vision Retirement 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 Vision Retirement 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 Vision Retirement

Quarter filed Position value Share count Share price at filing
2026-03-31 $47k 466 101.79
2025-12-31 $83k 840 98.50

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Invesco Qqq MF Closed and MF Open (QQQ)
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Costco Wholesale Common Stock (COST)
Tesla Common Stock (TSLA)
Vanguard S&p MF Closed and MF Open (VOO)
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Visa Common Stock (V)
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Broadcom Common Stock (AVGO)
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Alphabet Common Stock (GOOG)
Mastercard Common Stock (MA)

View all positions for Vision Retirement

Top funds holding Ishares Tr conv bd etf

Bank of America Corporation
Provida Pension Fund Administrator
Envestnet Asset Management
LPL Financial
Jane Street
Goldman Sachs Group
Amg National Trust Bank
Goodman & Company, Investment Counsel
Greenleaf Trust
Wright Fund Managment
Advisory Alpha
Ameriprise Financial
Baker Avenue Asset Management
Morgan Stanley
Prestige Wealth Management Group

View all funds holding Ishares Tr conv bd etf