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Beacon Pointe Advisors’s iShares Convertible Bond ETF ICVT Stock Holding History

Beacon Pointe 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 		$291K Sell
2,387
-287
-11% -$33.3K ﹤0.01% 1623
2026
Q1 		$272K Buy
+2,674
New +$277K ﹤0.01% 1588
2023
Q2 		– Sell
-3,862
Closed -$280K – 1134
2023
Q1 		$280K Buy
+3,862
New +$280K ﹤0.01% 960

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

Beacon Pointe Advisors's ICVT Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its iShares Convertible Bond ETF (ICVT) stake by 11% in Q2 2026, selling an estimated $33.3K and leaving 2,387 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

Beacon Pointe Advisors first reported a position in ICVT in Q1 2023 and has held it in 3 quarters since. 402 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

  • Beacon Pointe Advisors held 2,387 shares of iShares Convertible Bond ETF worth $291K as of Q2 2026.
  • Beacon Pointe Advisors sold 287 iShares Convertible Bond ETF shares in Q2 2026, an estimated $33.3K.
  • iShares Convertible Bond ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1623 holding.
  • Beacon Pointe Advisors first reported a position in iShares Convertible Bond ETF in Q1 2023 and has held it in 3 quarters since.
  • 402 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.