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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

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Quarterly reported holdings in Ishares Tr conv bd etf by Westshore Wealth

Quarter filed Position value Share count Share price at filing
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

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View all positions for Westshore Wealth

Top funds holding Ishares Tr conv bd etf

Bank of America Corporation
Assetmark
Financial Gravity Wealth
Amg National Trust Bank
Advisory Alpha
Greenleaf Trust
New York Life Investment Management
Prestige Wealth Management Group
Baker Avenue Asset Management
Nomura Asset Management
Advisor Group Holdings
Gradient Investments
Tradewinds Capital Management
CWM
Wright Fund Managment

View all funds holding Ishares Tr conv bd etf