BCGM Wealth Management’s iShares Convertible Bond ETF ICVT Stock Holding History

BCGM Wealth 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	–	Sell	-6,450	Closed	-$657K	–	188
2026 Q1	$657K	Sell	6,450 -271	-4%	-$28K	0.16%	100
2025 Q4	$662K	Buy	6,721 +1,083	+19%	+$109K	0.17%	96
2025 Q3	$564K	Buy	5,638 +787	+16%	+$74K	0.15%	106
2025 Q2	$437K	Sell	4,851 -1,836	-27%	-$157K	0.12%	112
2025 Q1	$559K	Buy	6,687 +89	+1%	+$7.68K	0.17%	97
2024 Q4	$561K	Buy	6,598 +2,350	+55%	+$202K	0.18%	92
2024 Q3	$355K	Sell	4,248 -91	-2%	-$7.3K	0.12%	116
2024 Q2	$341K	Buy	4,339 +1,092	+34%	+$85.4K	0.12%	114
2024 Q1	$259K	Buy	+3,247	New	+$253K	0.09%	127

Other funds holding ICVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

BCGM Wealth Management's ICVT Position: Q2 2026 in Review

BCGM Wealth Management sold out of iShares Convertible Bond ETF (ICVT) in Q2 2026, closing a stake of 6,450 shares — an estimated $657K sold.

BCGM Wealth Management first reported a position in ICVT in Q1 2024 and held it in 9 quarters. The position peaked at $662K in Q4 2025. 402 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

BCGM Wealth Management reported no remaining iShares Convertible Bond ETF position as of Q2 2026 after selling out during the quarter.
BCGM Wealth Management sold 6,450 iShares Convertible Bond ETF shares in Q2 2026, an estimated $657K.
BCGM Wealth Management first reported a position in iShares Convertible Bond ETF in Q1 2024 and held it in 9 quarters.
BCGM Wealth Management's iShares Convertible Bond ETF position peaked at $662K in Q4 2025.
402 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.