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

Archer 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
Q3 		$294K Buy
2,599
+802
+45% +$92.3K 0.09% 103
2026
Q2 		$219K Sell
1,797
-3,591
-67% -$416K 0.07% 104
2026
Q1 		$548K Buy
5,388
+2,625
+95% +$272K 0.23% 69
2025
Q4 		$272K Buy
+2,763
New +$278K 0.15% 101

Other funds holding ICVT

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
TF
TME Financial Huntington Beach, California $163M AUM 7.98% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Archer Investment Management's ICVT Position: Q3 2026 in Review

Archer Investment Management increased its iShares Convertible Bond ETF (ICVT) stake by 45% in Q3 2026, buying an estimated $92.3K and bringing the position to 2,599 shares worth $294K. The position accounts for 0.09% of the portfolio, ranked #103.

Archer Investment Management first reported a position in ICVT in Q4 2025 and has held it in 4 quarters since. The position peaked at $548K in Q1 2026. 53 funds tracked by Wall St. Rank hold ICVT as of Q3 2026.

  • Archer Investment Management held 2,599 shares of iShares Convertible Bond ETF worth $294K as of Q3 2026.
  • Archer Investment Management bought 802 iShares Convertible Bond ETF shares in Q3 2026, an estimated $92.3K.
  • iShares Convertible Bond ETF made up 0.09% of Archer Investment Management's portfolio in Q3 2026, its #103 holding.
  • Archer Investment Management first reported a position in iShares Convertible Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Archer Investment Management's iShares Convertible Bond ETF position peaked at $548K in Q1 2026.
  • 53 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q3 2026.

Based on Archer Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.