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Ishares Tr conv bd etf shares owned by Wetzel Investment Advisors

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

Historical chart of Wetzel Investment Advisors investment in Ishares Tr conv bd etf

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All positions including Ishares Tr conv bd etf held by Wetzel Investment Advisors 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 Wetzel Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.9M 47k 83.67
2024-06-30 $3.8M 47k 79.83
2024-03-31 $3.6M 47k 76.51
2023-12-31 $3.6M 46k 78.60

More positions owned by Wetzel Investment Advisors

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Morningstar Divid L SHS (FDL)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Conv Bd Etf (ICVT)

View all positions for Wetzel Investment Advisors

Top funds holding Ishares Tr conv bd etf

Bank of America Corporation
Envestnet Asset Management
Goodman & Company, Investment Counsel
LPL Financial
Amg National Trust Bank
New York Life Investment Management
Advisory Alpha
Greenleaf Trust
Howard Capital Management
BlackRock
BlackRock
Morgan Stanley
Wright Fund Managment
Assetmark
Baker Avenue Asset Management

View all funds holding Ishares Tr conv bd etf