Ishares Tr conv bd etf shares owned by Westshore Wealth
Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by Westshore Wealth
from 13F filings
Historical chart of Westshore Wealth 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 Westshore Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr conv bd etf by Westshore Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $535k | 6.7k | 79.83 |
| 2023-12-31 | $580k | 7.4k | 78.59 |
| 2023-09-30 | $547k | 7.4k | 74.21 |
| 2023-06-30 | $1.1M | 14k | 76.36 |
| 2023-03-31 | $1.0M | 14k | 72.62 |
| 2022-12-31 | $1.4M | 21k | 69.47 |