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Arcadia Investment Management’s iShares Convertible Bond ETF ICVT Stock Holding History

Arcadia Investment Management’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
Q1 		$1.53K Sell
15
-15
-50% -$1.55K ﹤0.01% 236
2025
Q4 		$2.96K Buy
+30
New +$3.02K ﹤0.01% 235

Other funds holding ICVT

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
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
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Arcadia Investment Management's ICVT Position: Q1 2026 in Review

Arcadia Investment Management reduced its iShares Convertible Bond ETF (ICVT) stake by 50% in Q1 2026, selling an estimated $1.55K and leaving 15 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Arcadia Investment Management first reported a position in ICVT in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.96K in Q4 2025. 407 funds tracked by Wall St. Rank hold ICVT as of Q1 2026.

  • Arcadia Investment Management held 15 shares of iShares Convertible Bond ETF worth $1.53K as of Q1 2026.
  • Arcadia Investment Management sold 15 iShares Convertible Bond ETF shares in Q1 2026, an estimated $1.55K.
  • iShares Convertible Bond ETF made up ﹤0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #236 holding.
  • Arcadia Investment Management first reported a position in iShares Convertible Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Arcadia Investment Management's iShares Convertible Bond ETF position peaked at $2.96K in Q4 2025.
  • 407 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.