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Ishares Tr conv bd etf shares owned by Gries Financial

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

Historical chart of Gries Financial investment in Ishares Tr conv bd etf

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All positions including Ishares Tr conv bd etf held by Gries Financial 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 Gries Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $448k 5.6k 79.83
2022-12-31 $3.7M 53k 69.48
2022-09-30 $3.4M 50k 68.89
2022-03-31 $799k 9.6k 83.31

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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