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Ishares Tr conv bd etf shares owned by Farther Finance Advisors

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

Historical chart of Farther Finance Advisors 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 Farther Finance 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 Farther Finance Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $401k 5.0k 79.59
2023-12-31 $65k 822 78.60
2023-09-30 $57k 774 74.20
2023-06-30 $47k 614 76.42
2023-03-31 $72k 987 72.66
2022-12-31 $515k 7.4k 69.47

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Vanguard Ftse Developed Markets Etf Etf (VEA)
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View all positions for Farther Finance Advisors

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