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Aletheian Wealth Advisors’s iShares Convertible Bond ETF ICVT Stock Holding History

Aletheian Wealth 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
2026
Q2 		$807K Sell
6,629
-68
-1% -$7.88K 0.34% 48
2026
Q1 		$682K Buy
+6,697
New +$693K 0.33% 48
2025
Q3 		$695K Sell
6,944
-114
-2% -$10.7K 0.32% 49
2025
Q2 		$636K Buy
7,058
+92
+1% +$7.89K 0.31% 49
2025
Q1 		$582K Buy
6,966
+1,106
+19% +$95.4K 0.33% 50
2024
Q4 		$498K Sell
5,860
-259
-4% -$22.3K 0.29% 51
2024
Q3 		$512K Sell
6,119
-375
-6% -$30.1K 0.3% 52
2024
Q2 		$511K Buy
6,494
+756
+13% +$59.1K 0.27% 64
2024
Q1 		$458K Sell
5,738
-8
-0.1% -$625 0.25% 65
2023
Q4 		$452K Buy
5,746
+223
+4% +$16.5K 0.3% 61
2023
Q3 		$410K Buy
5,523
+185
+3% +$14.1K 0.31% 60
2023
Q2 		$408K Buy
5,338
+237
+5% +$17.3K 0.28% 66
2023
Q1 		$370K Buy
5,101
+1,505
+42% +$109K 0.33% 46
2022
Q4 		$250K Buy
+3,596
New +$253K 0.22% 72
2022
Q2 		– Sell
-3,294
Closed -$274K – 57
2022
Q1 		$274K Buy
+3,294
New +$273K 0.26% 49

Other funds holding ICVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aletheian Wealth Advisors's ICVT Position: Q2 2026 in Review

Aletheian Wealth Advisors reduced its iShares Convertible Bond ETF (ICVT) stake by 1% in Q2 2026, selling an estimated $7.88K and leaving 6,629 shares worth $807K. The position accounts for 0.34% of the portfolio, ranked #48.

Aletheian Wealth Advisors first reported a position in ICVT in Q1 2022 and has held it in 15 quarters since. 404 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

  • Aletheian Wealth Advisors held 6,629 shares of iShares Convertible Bond ETF worth $807K as of Q2 2026.
  • Aletheian Wealth Advisors sold 68 iShares Convertible Bond ETF shares in Q2 2026, an estimated $7.88K.
  • iShares Convertible Bond ETF made up 0.34% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • Aletheian Wealth Advisors first reported a position in iShares Convertible Bond ETF in Q1 2022 and has held it in 15 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.