Alliance Wealth Advisors (Utah)’s iShares Convertible Bond ETF ICVT Stock Holding History

Alliance Wealth Advisors (Utah)’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	–	Sell	-33,332	Closed	-$3.39M	–	242
2026 Q1	$3.39M	Buy	33,332 +13,392	+67%	+$1.39M	0.73%	22
2025 Q4	$1.96M	Buy	+19,940	New	+$2M	0.43%	65

Other funds holding ICVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s ICVT Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) sold out of iShares Convertible Bond ETF (ICVT) in Q2 2026, closing a stake of 33,332 shares — an estimated $3.39M sold.

Alliance Wealth Advisors (Utah) first reported a position in ICVT in Q4 2025 and held it in 2 quarters. The position peaked at $3.39M in Q1 2026. 404 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

Alliance Wealth Advisors (Utah) reported no remaining iShares Convertible Bond ETF position as of Q2 2026 after selling out during the quarter.
Alliance Wealth Advisors (Utah) sold 33,332 iShares Convertible Bond ETF shares in Q2 2026, an estimated $3.39M.
Alliance Wealth Advisors (Utah) first reported a position in iShares Convertible Bond ETF in Q4 2025 and held it in 2 quarters.
Alliance Wealth Advisors (Utah)'s iShares Convertible Bond ETF position peaked at $3.39M in Q1 2026.
404 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.