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Client First Investment Management’s iShares Convertible Bond ETF ICVT Stock Holding History

Client First Investment 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
2025
Q1 		– Sell
-42,595
Closed -$3.62M – 19
2024
Q4 		$3.62M Buy
42,595
+31,120
+271% +$2.68M 2.33% 7
2024
Q3 		$960K Buy
+11,475
New +$921K 0.73% 15

Other funds holding ICVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return

Client First Investment Management's ICVT Position: Q1 2025 in Review

Client First Investment Management sold out of iShares Convertible Bond ETF (ICVT) in Q1 2025, closing a stake of 42,595 shares — an estimated $3.62M sold.

Client First Investment Management first reported a position in ICVT in Q3 2024 and held it in 2 quarters. The position peaked at $3.62M in Q4 2024. 351 funds tracked by Wall St. Rank hold ICVT as of Q1 2025.

  • Client First Investment Management reported no remaining iShares Convertible Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Client First Investment Management sold 42,595 iShares Convertible Bond ETF shares in Q1 2025, an estimated $3.62M.
  • Client First Investment Management first reported a position in iShares Convertible Bond ETF in Q3 2024 and held it in 2 quarters.
  • Client First Investment Management's iShares Convertible Bond ETF position peaked at $3.62M in Q4 2024.
  • 351 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q1 2025.

Based on Client First Investment Management's 13F filing for Q1 2025, filed 14 Apr 2025.