Destiny Capital Securities’s iShares Convertible Bond ETF ICVT Stock Holding History

Destiny Capital Securities’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
2023 Q3	$260K	Buy	+3,509	New	+$267K	0.21%	44

Other funds holding ICVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Destiny Capital Securities's ICVT Position: Q3 2023 in Review

Destiny Capital Securities opened a new position in iShares Convertible Bond ETF (ICVT) in Q3 2023: 3,509 shares worth $260K. The stake represents 0.21% of the portfolio and ranks #44 among its holdings.

210 funds tracked by Wall St. Rank hold ICVT as of Q3 2023.

Destiny Capital Securities held 3,509 shares of iShares Convertible Bond ETF worth $260K as of Q3 2023.
iShares Convertible Bond ETF was a new Destiny Capital Securities position in Q3 2023.
iShares Convertible Bond ETF made up 0.21% of Destiny Capital Securities's portfolio in Q3 2023, its #44 holding.
210 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q3 2023.

Based on Destiny Capital Securities's 13F filing for Q3 2023, filed 13 Nov 2023.