Ishares Tr conv bd etf shares owned by Foundations Investment Advisors
Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by Foundations Investment Advisors
from 13F filings
Historical chart of Foundations Investment Advisors investment in Ishares Tr conv bd etf
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Quarterly reported holdings in Ishares Tr conv bd etf by Foundations Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.5M | 43k | 79.83 |
| 2023-03-31 | $2.1M | 28k | 72.62 |
| 2022-12-31 | $5.3M | 76k | 69.47 |
| 2022-09-30 | $5.2M | 75k | 68.91 |
| 2022-06-30 | $3.5M | 50k | 70.02 |
| 2022-03-31 | $1.4M | 17k | 81.84 |
| 2021-12-31 | $285k | 3.3k | 86.84 |
| 2021-09-30 | $234k | 2.4k | 99.57 |
| 2021-06-30 | $239k | 2.4k | 101.19 |
| 2021-03-31 | $225k | 2.2k | 100.22 |
| 2020-12-31 | $244k | 2.4k | 102.52 |
| 2020-06-30 | $686k | 9.5k | 72.23 |
More positions owned by Foundations Investment Advisors
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