BCU Wealth Advisors’s iShares Convertible Bond ETF ICVT Stock Holding History

BCU 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	$240K	Buy	2,126 +3	+0.1%	+$345	0.08%	64
2026 Q2	$258K	Sell	2,123 -507	-19%	-$58.8K	0.09%	61
2026 Q1	$268K	Sell	2,630 -160	-6%	-$16.6K	0.1%	53
2025 Q4	$275K	Buy	2,790 +78	+3%	+$7.84K	0.11%	53
2025 Q3	$271K	Sell	2,712 -76	-3%	-$7.14K	0.11%	52
2025 Q2	$251K	Sell	2,788 -564	-17%	-$48.4K	0.11%	53
2025 Q1	$280K	Buy	3,352 +119	+4%	+$10.3K	0.15%	43
2024 Q4	$275K	Buy	3,233 +755	+30%	+$65K	0.16%	44
2024 Q3	$207K	Buy	+2,478	New	+$199K	0.12%	49

Other funds holding ICVT

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

TME Financial Huntington Beach, California $163M AUM 7.98% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

BCU Wealth Advisors's ICVT Position: Q3 2026 in Review

BCU Wealth Advisors increased its iShares Convertible Bond ETF (ICVT) stake by 0.14% in Q3 2026, buying an estimated $345 and bringing the position to 2,126 shares worth $240K. The position accounts for 0.08% of the portfolio, ranked #64.

BCU Wealth Advisors first reported a position in ICVT in Q3 2024 and has held it in 9 quarters since. The position peaked at $280K in Q1 2025. 93 funds tracked by Wall St. Rank hold ICVT as of Q3 2026.

BCU Wealth Advisors held 2,126 shares of iShares Convertible Bond ETF worth $240K as of Q3 2026.
BCU Wealth Advisors bought 3 iShares Convertible Bond ETF shares in Q3 2026, an estimated $345.
iShares Convertible Bond ETF made up 0.08% of BCU Wealth Advisors's portfolio in Q3 2026, its #64 holding.
BCU Wealth Advisors first reported a position in iShares Convertible Bond ETF in Q3 2024 and has held it in 9 quarters since.
BCU Wealth Advisors's iShares Convertible Bond ETF position peaked at $280K in Q1 2025.
93 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q3 2026.

Based on BCU Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.