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B. Riley Wealth Advisors’s iShares Convertible Bond ETF ICVT Stock Holding History

B. Riley 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
2026
Q3 		$9.59M Buy
84,954
+3,066
+4% +$353K 0.37% 48
2026
Q2 		$9.89M Buy
81,888
+16,941
+26% +$1.96M 0.53% 33
2026
Q1 		$6.44M Buy
64,947
+12,866
+25% +$1.33M 0.41% 57
2025
Q4 		$5.13M Buy
52,081
+7,047
+16% +$708K 0.24% 89
2025
Q3 		$4.51M Buy
45,034
+19,753
+78% +$1.86M 0.21% 98
2025
Q2 		$2.28M Sell
25,281
-4,007
-14% -$344K 0.11% 188
2025
Q1 		$2.45M Buy
29,288
+1,234
+4% +$106K 0.07% 273
2024
Q4 		$2.38M Sell
28,054
-2,711
-9% -$233K 0.08% 248
2024
Q3 		$2.57M Sell
30,765
-2,152
-7% -$173K 0.07% 273
2024
Q2 		$2.59M Sell
32,917
-9,546
-22% -$746K 0.07% 282
2024
Q1 		$3.15M Sell
42,463
-9,013
-18% -$704K 0.09% 230
2023
Q4 		$4.05M Buy
51,476
+9,013
+21% +$667K 0.11% 202
2023
Q3 		$3.15M Buy
42,463
+16,491
+63% +$1.25M 0.09% 230
2023
Q2 		$1.98M Sell
25,972
-1,307
-5% -$95.3K 0.04% 375
2023
Q1 		$1.98M Sell
27,279
-19,528
-42% -$1.41M 0.05% 345
2022
Q4 		$3.25M Buy
46,807
+14,813
+46% +$1.04M 0.09% 229
2022
Q3 		$2.21M Sell
31,994
-9,897
-24% -$717K 0.07% 286
2022
Q2 		$2.91M Sell
41,891
-19,702
-32% -$1.48M 0.12% 170
2022
Q1 		$5.13M Buy
61,593
+2,765
+5% +$229K 0.17% 129
2021
Q4 		$5.25M Buy
58,828
+1,065
+2% +$104K 0.15% 146
2021
Q3 		$5.76M Sell
57,763
-509
-0.9% -$51.2K 0.18% 120
2021
Q2 		$5.94M Sell
58,272
-458
-0.8% -$45.5K 0.19% 116
2021
Q1 		$5.77M Buy
58,730
+51,228
+683% +$5.25M 0.2% 113
2020
Q4 		$725K Buy
7,502
+47
+0.6% +$4.16K 0.04% 418
2020
Q3 		$602K Buy
7,455
+502
+7% +$39.1K 0.03% 468
2020
Q2 		$494K Sell
6,953
-8
-0.1% -$508 0.03% 466
2020
Q1 		$379K Sell
6,961
-75
-1% -$4.64K 0.03% 471
2019
Q4 		$442K Buy
7,036
+7
+0.1% +$421 0.04% 477
2019
Q3 		$409K Sell
7,029
-36
-0.5% -$2.15K 0.04% 470
2019
Q2 		$421K Buy
7,065
+11
+0.2% +$644 0.05% 439
2019
Q1 		$409K Sell
7,054
-1,694
-19% -$95.7K 0.05% 389
2018
Q4 		$460K Sell
8,748
-178
-2% -$9.88K 0.07% 325
2018
Q3 		$535K Buy
8,926
+348
+4% +$20.5K 0.06% 337
2018
Q2 		$496K Buy
8,578
+3,973
+86% +$229K 0.07% 326
2018
Q1 		$260K Buy
+4,605
New +$261K 0.04% 496

Other funds holding ICVT

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
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

B. Riley Wealth Advisors's ICVT Position: Q3 2026 in Review

B. Riley Wealth Advisors increased its iShares Convertible Bond ETF (ICVT) stake by 3.7% in Q3 2026, buying an estimated $353K and bringing the position to 84,954 shares worth $9.59M. The position accounts for 0.37% of the portfolio, ranked #48.

B. Riley Wealth Advisors first reported a position in ICVT in Q1 2018 and has held it in 35 quarters since. The position peaked at $9.89M in Q2 2026. 45 funds tracked by Wall St. Rank hold ICVT as of Q3 2026.

  • B. Riley Wealth Advisors held 84,954 shares of iShares Convertible Bond ETF worth $9.59M as of Q3 2026.
  • B. Riley Wealth Advisors bought 3,066 iShares Convertible Bond ETF shares in Q3 2026, an estimated $353K.
  • iShares Convertible Bond ETF made up 0.37% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #48 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Convertible Bond ETF in Q1 2018 and has held it in 35 quarters since.
  • B. Riley Wealth Advisors's iShares Convertible Bond ETF position peaked at $9.89M in Q2 2026.
  • 45 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.