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Ishares Tr conv bd etf shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory Services 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 Wealth Enhancement Advisory Services 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 Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.0M 69k 101.78
2025-06-30 $5.8M 64k 90.26
2025-03-31 $5.6M 67k 83.61
2024-12-31 $6.0M 71k 84.97
2024-06-30 $4.4M 57k 78.63