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Ishares Tr conv bd etf shares owned by GeoWealth Management

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

Historical chart of GeoWealth Management 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 GeoWealth Management 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $7.0M 95k 74.21
2023-06-30 $1.8M 24k 76.36
2022-03-31 $15M 179k 83.32
2021-09-30 $2.5M 25k 99.75

More positions owned by GeoWealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Total Usd (IUSB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core Intl Aggr (IAGG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for GeoWealth Management

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