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Ishares Tr conv bd etf shares owned by Summit X

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

Historical chart of Summit X 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 Summit X 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 Summit X

Quarter filed Position value Share count Share price at filing
2024-03-31 $457k 5.7k 79.83
2022-12-31 $621k 8.9k 69.36
2022-09-30 $959k 15k 66.15
2022-06-30 $610k 8.9k 68.16

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View all positions for Summit X

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