BWA
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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
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

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return