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Clearstead Advisors’s iShares Convertible Bond ETF ICVT Stock Holding History

Clearstead 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 		$4.26K Sell
35
-20
-36% -$2.32K ﹤0.01% 2238
2026
Q1 		$5.6K Hold
55
– – ﹤0.01% 1720
2025
Q4 		$5.42K Buy
+55
New +$5.53K ﹤0.01% 2006

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

Clearstead Advisors's ICVT Position: Q2 2026 in Review

Clearstead Advisors reduced its iShares Convertible Bond ETF (ICVT) stake by 36% in Q2 2026, selling an estimated $2.32K and leaving 35 shares worth $4.26K. The position accounts for ﹤0.01% of the portfolio, ranked #2238.

Clearstead Advisors first reported a position in ICVT in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.6K in Q1 2026. 404 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

  • Clearstead Advisors held 35 shares of iShares Convertible Bond ETF worth $4.26K as of Q2 2026.
  • Clearstead Advisors sold 20 iShares Convertible Bond ETF shares in Q2 2026, an estimated $2.32K.
  • iShares Convertible Bond ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2238 holding.
  • Clearstead Advisors first reported a position in iShares Convertible Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's iShares Convertible Bond ETF position peaked at $5.6K in Q1 2026.
  • 404 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.