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Cypress Wealth Services’s iShares Convertible Bond ETF ICVT Stock Holding History

Cypress Wealth Services’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 		– Sell
-2,502
Closed -$255K – 443
2026
Q1 		$255K Sell
2,502
-543
-18% -$56.2K 0.04% 333
2025
Q4 		$300K Buy
3,045
+340
+13% +$34.2K 0.04% 303
2025
Q3 		$271K Sell
2,705
-11
-0.4% -$1.03K 0.04% 274
2025
Q2 		$245K Sell
2,716
-808
-23% -$69.3K 0.04% 268
2025
Q1 		$295K Buy
3,524
+357
+11% +$30.8K 0.06% 219
2024
Q4 		$269K Buy
3,167
+625
+25% +$53.8K 0.05% 221
2024
Q3 		$213K Buy
+2,542
New +$204K 0.04% 258
2024
Q2 		– Sell
-2,642
Closed -$211K – 265
2024
Q1 		$211K Buy
+2,642
New +$206K 0.05% 242
2023
Q1 		– Sell
-9,367
Closed -$651K – 253
2022
Q4 		$651K Buy
9,367
+176
+2% +$12.4K 0.21% 96
2022
Q3 		$648K Sell
9,191
-2,110
-19% -$153K 0.22% 90
2022
Q2 		$784K Buy
+11,301
New +$846K 0.25% 81

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

Cypress Wealth Services's ICVT Position: Q2 2026 in Review

Cypress Wealth Services sold out of iShares Convertible Bond ETF (ICVT) in Q2 2026, closing a stake of 2,502 shares — an estimated $255K sold.

Cypress Wealth Services first reported a position in ICVT in Q2 2022 and held it in 11 quarters. The position peaked at $784K in Q2 2022. 403 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

  • Cypress Wealth Services reported no remaining iShares Convertible Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Cypress Wealth Services sold 2,502 iShares Convertible Bond ETF shares in Q2 2026, an estimated $255K.
  • Cypress Wealth Services first reported a position in iShares Convertible Bond ETF in Q2 2022 and held it in 11 quarters.
  • Cypress Wealth Services's iShares Convertible Bond ETF position peaked at $784K in Q2 2022.
  • 403 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.