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Ishares Tr conv bd etf shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors 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 WCG Wealth Advisors 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 12k 98.50

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View all positions for WCG Wealth Advisors

Top funds holding Ishares Tr conv bd etf

Envestnet Asset Management
LPL Financial
Goldman Sachs Group
Amg National Trust Bank
Goodman & Company, Investment Counsel
Greenleaf Trust
Advisory Alpha
Ameriprise Financial
BlackRock
Baker Avenue Asset Management
Prestige Wealth Management Group
Mml Investors Services
Howard Capital Management
New York Life Investment Management
Alliancebernstein

View all funds holding Ishares Tr conv bd etf