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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
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

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

Archer Investment Management's ICVT Position: Q2 2026 in Review

Archer Investment Management reduced its iShares Convertible Bond ETF (ICVT) stake by 67% in Q2 2026, selling an estimated $416K and leaving 1,797 shares worth $219K. The position accounts for 0.07% of the portfolio, ranked #104.

Archer Investment Management first reported a position in ICVT in Q4 2025 and has held it in 3 quarters since. The position peaked at $548K in Q1 2026. 403 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

  • Archer Investment Management held 1,797 shares of iShares Convertible Bond ETF worth $219K as of Q2 2026.
  • Archer Investment Management sold 3,591 iShares Convertible Bond ETF shares in Q2 2026, an estimated $416K.
  • iShares Convertible Bond ETF made up 0.07% of Archer Investment Management's portfolio in Q2 2026, its #104 holding.
  • Archer Investment Management first reported a position in iShares Convertible Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Archer Investment Management's iShares Convertible Bond ETF position peaked at $548K in Q1 2026.
  • 403 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

Based on Archer Investment Management's 13F filing for Q2 2026, filed 7 Jul 2026.