17 Capital Partners’s iShares Convertible Bond ETF ICVT Stock Holding History

17 Capital Partners’s Portfolio ICVT Stock Details ICVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$324K	Buy	3,184 +254	+9%	+$26.3K	0.17%	150
2025 Q4	$289K	Buy	2,930 +165	+6%	+$16.6K	0.15%	145
2025 Q3	$277K	Buy	2,765 +350	+14%	+$32.9K	0.15%	129
2025 Q2	$218K	Buy	+2,415	New	+$207K	0.13%	133

Other funds holding ICVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

17 Capital Partners's ICVT Position: Q1 2026 in Review

17 Capital Partners increased its iShares Convertible Bond ETF (ICVT) stake by 8.7% in Q1 2026, buying an estimated $26.3K and bringing the position to 3,184 shares worth $324K. The position accounts for 0.17% of the portfolio, ranked #150.

17 Capital Partners first reported a position in ICVT in Q2 2025 and has held it in 4 quarters since. 402 funds tracked by Wall St. Rank hold ICVT as of Q1 2026.

17 Capital Partners held 3,184 shares of iShares Convertible Bond ETF worth $324K as of Q1 2026.
17 Capital Partners bought 254 iShares Convertible Bond ETF shares in Q1 2026, an estimated $26.3K.
iShares Convertible Bond ETF made up 0.17% of 17 Capital Partners's portfolio in Q1 2026, its #150 holding.
17 Capital Partners first reported a position in iShares Convertible Bond ETF in Q2 2025 and has held it in 4 quarters since.
402 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q1 2026.

Based on 17 Capital Partners's 13F filing for Q1 2026, filed 13 May 2026.