AFS
ICVT icon

Anderson Financial Strategies’s iShares Convertible Bond ETF ICVT Stock Holding History

Anderson Financial Strategies’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
2025
Q2 		– Sell
-461
Closed -$38.6K – 110
2025
Q1 		$38.6K Buy
+461
New +$39.8K 0.02% 119

Other funds holding ICVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $14.3B AUM 34.42% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Anderson Financial Strategies's ICVT Position: Q2 2025 in Review

Anderson Financial Strategies sold out of iShares Convertible Bond ETF (ICVT) in Q2 2025, closing a stake of 461 shares — an estimated $38.6K sold.

Anderson Financial Strategies first reported a position in ICVT in Q1 2025 and held it in 1 quarter. The position peaked at $38.6K in Q1 2025. 343 funds tracked by Wall St. Rank hold ICVT as of Q2 2025.

  • Anderson Financial Strategies reported no remaining iShares Convertible Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 461 iShares Convertible Bond ETF shares in Q2 2025, an estimated $38.6K.
  • Anderson Financial Strategies first reported a position in iShares Convertible Bond ETF in Q1 2025 and held it in 1 quarter.
  • Anderson Financial Strategies's iShares Convertible Bond ETF position peaked at $38.6K in Q1 2025.
  • 343 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.