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Ishares Tr conv bd etf shares owned by Wealthsource Partners

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

Historical chart of Wealthsource Partners 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 Wealthsource Partners 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 Wealthsource Partners

Quarter filed Position value Share count Share price at filing
2023-06-30 $486k 6.4k 76.36
2023-03-31 $613k 8.4k 72.62
2022-12-31 $6.7M 97k 69.47
2022-09-30 $6.2M 90k 68.90
2022-06-30 $6.5M 94k 69.35
2022-03-31 $2.4M 28k 83.31