Ishares Tr conv bd etf shares owned by Wells Financial Advisors
Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by Wells Financial Advisors
from 13F filings
Historical chart of Wells Financial Advisors investment in Ishares Tr conv bd etf
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Quarterly reported holdings in Ishares Tr conv bd etf by Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18k | 175 | 100.05 |
| 2025-06-30 | $16k | 175 | 90.10 |
| 2025-03-31 | $26k | 305 | 83.61 |
| 2024-12-31 | $26k | 305 | 84.97 |
| 2024-06-30 | $58k | 740 | 78.63 |