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
Download as csvQuarterly 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 |