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

Aquire 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
2022
Q1 		– Sell
-66
Closed -$6K – 123
2021
Q4 		$6K Buy
+66
New +$6.42K ﹤0.01% 144

Other funds holding ICVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Aquire Wealth Advisors's ICVT Position: Q1 2022 in Review

Aquire Wealth Advisors sold out of iShares Convertible Bond ETF (ICVT) in Q1 2022, closing a stake of 66 shares — an estimated $6K sold.

Aquire Wealth Advisors first reported a position in ICVT in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 246 funds tracked by Wall St. Rank hold ICVT as of Q1 2022.

  • Aquire Wealth Advisors reported no remaining iShares Convertible Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Aquire Wealth Advisors sold 66 iShares Convertible Bond ETF shares in Q1 2022, an estimated $6K.
  • Aquire Wealth Advisors first reported a position in iShares Convertible Bond ETF in Q4 2021 and held it in 1 quarter.
  • Aquire Wealth Advisors's iShares Convertible Bond ETF position peaked at $6K in Q4 2021.
  • 246 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.