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

Crewe 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
2025
Q2 		– Sell
-41
Closed -$3.43K – 794
2025
Q1 		$3.43K Buy
+41
New +$3.54K ﹤0.01% 511
2024
Q3 		– Sell
-154
Closed -$12.1K – 846
2024
Q2 		$12.1K Hold
154
– – ﹤0.01% 651
2024
Q1 		$12.3K Hold
154
– – ﹤0.01% 591
2023
Q4 		$12.1K Sell
154
-205
-57% -$15.2K ﹤0.01% 196
2023
Q3 		$26.6K Sell
359
-51
-12% -$3.88K ﹤0.01% 180
2023
Q2 		$31.3K Sell
410
-203
-33% -$14.8K ﹤0.01% 310
2023
Q1 		$44.5K Sell
613
-49
-7% -$3.55K 0.01% 319
2022
Q4 		$46K Buy
662
+100
+18% +$7.04K 0.01% 313
2022
Q3 		$39K Sell
562
-139
-20% -$10.1K 0.01% 348
2022
Q2 		$49K Buy
701
+122
+21% +$9.14K 0.01% 298
2022
Q1 		$48K Buy
+579
New +$48K 0.01% 229

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

Crewe Advisors's ICVT Position: Q2 2025 in Review

Crewe Advisors sold out of iShares Convertible Bond ETF (ICVT) in Q2 2025, closing a stake of 41 shares — an estimated $3.43K sold.

Crewe Advisors first reported a position in ICVT in Q1 2022 and held it in 11 quarters. The position peaked at $49K in Q2 2022. 343 funds tracked by Wall St. Rank hold ICVT as of Q2 2025.

  • Crewe Advisors reported no remaining iShares Convertible Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Crewe Advisors sold 41 iShares Convertible Bond ETF shares in Q2 2025, an estimated $3.43K.
  • Crewe Advisors first reported a position in iShares Convertible Bond ETF in Q1 2022 and held it in 11 quarters.
  • Crewe Advisors's iShares Convertible Bond ETF position peaked at $49K in Q2 2022.
  • 343 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2025.

Based on Crewe Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.