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

OPAM

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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

BFG

Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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. 60 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.
60 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.