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Ancora Advisors’s iShares Convertible Bond ETF ICVT Stock Holding History

Ancora 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 		$480K Buy
3,941
+3,241
+463% +$376K 0.01% 546
2026
Q1 		$71.3K Sell
700
-14
-2% -$1.45K ﹤0.01% 1014
2025
Q4 		$70.3K Sell
714
-40
-5% -$4.02K ﹤0.01% 1028
2025
Q3 		$75.4K Sell
754
-4
-0.5% -$376 ﹤0.01% 939
2025
Q2 		$68.3K Sell
758
-6
-0.8% -$514 ﹤0.01% 955
2025
Q1 		$63.9K Buy
764
+15
+2% +$1.29K ﹤0.01% 953
2024
Q4 		$63.6K Hold
749
– – ﹤0.01% 949
2024
Q3 		$62.7K Sell
749
-52
-6% -$4.17K ﹤0.01% 931
2024
Q2 		$63K Sell
801
-4
-0.5% -$313 ﹤0.01% 897
2024
Q1 		$64.3K Buy
805
+8
+1% +$625 ﹤0.01% 897
2023
Q4 		$62.6K Sell
797
-4
-0.5% -$296 ﹤0.01% 888
2023
Q3 		$59.4K Buy
801
+53
+7% +$4.03K ﹤0.01% 878
2023
Q2 		$57.1K Sell
748
-1
-0.1% -$73 ﹤0.01% 883
2023
Q1 		$54.4K Sell
749
-1,596
-68% -$116K ﹤0.01% 892
2022
Q4 		$163K Buy
2,345
+192
+9% +$13.5K ﹤0.01% 720
2022
Q3 		$148K Sell
2,153
-141
-6% -$10.2K ﹤0.01% 806
2022
Q2 		$159K Buy
2,294
+1,563
+214% +$117K ﹤0.01% 822
2022
Q1 		$61K Buy
731
+31
+4% +$2.57K ﹤0.01% 1168
2021
Q4 		$62K Buy
+700
New +$68.1K ﹤0.01% 1163

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

Ancora Advisors's ICVT Position: Q2 2026 in Review

Ancora Advisors increased its iShares Convertible Bond ETF (ICVT) stake by 463% in Q2 2026, buying an estimated $376K and bringing the position to 3,941 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #546.

Ancora Advisors first reported a position in ICVT in Q4 2021 and has held it in 19 quarters since. 404 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

  • Ancora Advisors held 3,941 shares of iShares Convertible Bond ETF worth $480K as of Q2 2026.
  • Ancora Advisors bought 3,241 iShares Convertible Bond ETF shares in Q2 2026, an estimated $376K.
  • iShares Convertible Bond ETF made up 0.01% of Ancora Advisors's portfolio in Q2 2026, its #546 holding.
  • Ancora Advisors first reported a position in iShares Convertible Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.