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Congress Wealth Management’s iShares Convertible Bond ETF ICVT Stock Holding History

Congress Wealth 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
Q2 		$3.22M Buy
35,684
+180
+0.5% +$15.4K 0.03% 475
2025
Q1 		$2.97M Buy
+35,504
New +$3.06M 0.04% 419

Other funds holding ICVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Wealth Management's ICVT Position: Q2 2025 in Review

Congress Wealth Management increased its iShares Convertible Bond ETF (ICVT) stake by 0.51% in Q2 2025, buying an estimated $15.4K and bringing the position to 35,684 shares worth $3.22M. The position accounts for 0.03% of the portfolio, ranked #475.

Congress Wealth Management first reported a position in ICVT in Q1 2025 and has held it in 2 quarters since. 343 funds tracked by Wall St. Rank hold ICVT as of Q2 2025.

  • Congress Wealth Management held 35,684 shares of iShares Convertible Bond ETF worth $3.22M as of Q2 2025.
  • Congress Wealth Management bought 180 iShares Convertible Bond ETF shares in Q2 2025, an estimated $15.4K.
  • iShares Convertible Bond ETF made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #475 holding.
  • Congress Wealth Management first reported a position in iShares Convertible Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • 343 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.