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Alera Investment Advisors’s iShares Convertible Bond ETF ICVT Stock Holding History

Alera Investment Advisors’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
2024
Q3 		$1.11M Buy
13,283
+15
+0.1% +$1.2K 0.13% 75
2024
Q2 		$1.04M Buy
+13,268
New +$1.04M 0.13% 76

Other funds holding ICVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Alera Investment Advisors's ICVT Position: Q3 2024 in Review

Alera Investment Advisors increased its iShares Convertible Bond ETF (ICVT) stake by 0.11% in Q3 2024, buying an estimated $1.2K and bringing the position to 13,283 shares worth $1.11M. The position accounts for 0.13% of the portfolio, ranked #75.

Alera Investment Advisors first reported a position in ICVT in Q2 2024 and has held it in 2 quarters since. 302 funds tracked by Wall St. Rank hold ICVT as of Q3 2024.

  • Alera Investment Advisors held 13,283 shares of iShares Convertible Bond ETF worth $1.11M as of Q3 2024.
  • Alera Investment Advisors bought 15 iShares Convertible Bond ETF shares in Q3 2024, an estimated $1.2K.
  • iShares Convertible Bond ETF made up 0.13% of Alera Investment Advisors's portfolio in Q3 2024, its #75 holding.
  • Alera Investment Advisors first reported a position in iShares Convertible Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 302 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.