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Ishares Tr conv bd etf shares owned by Brian McDonald

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

Historical chart of Brian McDonald investment in Ishares Tr conv bd etf

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All positions including Ishares Tr conv bd etf held by Brian McDonald 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 Brian McDonald

Quarter filed Position value Share count Share price at filing
2024-03-31 $893k 11k 79.83
2023-09-30 $173k 2.3k 74.22

More positions owned by Brian McDonald

Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Lilly Eli & Co Common (LLY)
Ishares Tr Tr-s&p 500 Index Common (IVV)
Nvidia Corp Common (NVDA)
Amazon Common (AMZN)
Spdr S&p 500 Etf Trust Common (SPY)
Jpmorgan Chase & Co Common (JPM)
Home Depot Common (HD)
Alphabet Inc Cl A Common (GOOGL)
Facebook Common (META)
Ishares Tr Russell 1000 Growth Common (IWF)
Ishares Tr 1000 Etf Common (IWB)
Alphabet Inc Cl C Common (GOOG)
Visa Inc Cl A Common (V)

View all positions for Brian McDonald

Top funds holding Ishares Tr conv bd etf

Bank of America Corporation
Assetmark
Envestnet Asset Management
Financial Gravity Wealth
LPL Financial
Amg National Trust Bank
New York Life Investment Management
Advisory Alpha
Greenleaf Trust
Prestige Wealth Management Group
BlackRock
Baker Avenue Asset Management
Gradient Investments
Tradewinds Capital Management
Morgan Stanley

View all funds holding Ishares Tr conv bd etf