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

Destiny Capital’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 Q2	$348K	Buy	+4,561	New	+$333K	0.27%	38

Other funds holding ICVT

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Destiny Capital's ICVT Position: Q2 2023 in Review

Destiny Capital opened a new position in iShares Convertible Bond ETF (ICVT) in Q2 2023: 4,561 shares worth $348K. The stake represents 0.27% of the portfolio and ranks #38 among its holdings.

208 funds tracked by Wall St. Rank hold ICVT as of Q2 2023.

Destiny Capital held 4,561 shares of iShares Convertible Bond ETF worth $348K as of Q2 2023.
iShares Convertible Bond ETF was a new Destiny Capital position in Q2 2023.
iShares Convertible Bond ETF made up 0.27% of Destiny Capital's portfolio in Q2 2023, its #38 holding.
208 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2023.

Based on Destiny Capital's 13F filing for Q2 2023, filed 3 Aug 2023.