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Ishares Tr conv bd etf shares owned by D.A. Davidson & Co.

Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by D.A. Davidson & Co. from 13F filings

Historical chart of D.A. Davidson & Co. investment in Ishares Tr conv bd etf

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All positions including Ishares Tr conv bd etf held by D.A. Davidson & Co. 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 D.A. Davidson & Co.

Quarter filed Position value Share count Share price at filing
2024-03-31 $914k 12k 79.83

More positions owned by D.A. Davidson & Co.

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 2000 Val Etf (IWN)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Costco Wholesale Corporation (COST)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)

View all positions for D.A. Davidson & Co.

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