Destiny Wealth Partners’s iShares Convertible Bond ETF ICVT Stock Holding History

Destiny Wealth Partners’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	-416	Closed	-$42.3K	–	573
2026 Q1	$42.3K	Buy	+416	New	+$43K	﹤0.01%	459
2023 Q1	–	Sell	-215	Closed	-$14.9K	–	380
2022 Q4	$14.9K	Sell	215 -57,285	-100%	-$4.03M	﹤0.01%	436
2022 Q3	$3.96M	Buy	57,500 +57,016	+11,780%	+$4.13M	0.89%	40
2022 Q2	$34K	Hold	484	–	–	0.01%	312
2022 Q1	$40K	Sell	484 -89,546	-99%	-$7.42M	0.01%	333
2021 Q4	$8.03M	Buy	90,030 +38,020	+73%	+$3.7M	1.55%	21
2021 Q3	$5.19M	Buy	52,010 +2,025	+4%	+$204K	1.04%	38
2021 Q2	$5.1M	Sell	49,985 -41,081	-45%	-$4.08M	0.98%	41
2021 Q1	$8.95M	Buy	91,066 +26,876	+42%	+$2.75M	1.87%	12
2020 Q4	$6.2M	Buy	+64,190	New	+$5.68M	1.29%	23

Other funds holding ICVT

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

ANTB

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Destiny Wealth Partners's ICVT Position: Q2 2026 in Review

Destiny Wealth Partners sold out of iShares Convertible Bond ETF (ICVT) in Q2 2026, closing a stake of 416 shares — an estimated $42.3K sold.

Destiny Wealth Partners first reported a position in ICVT in Q4 2020 and held it in 10 quarters. The position peaked at $8.95M in Q1 2021. 404 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

Destiny Wealth Partners reported no remaining iShares Convertible Bond ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 416 iShares Convertible Bond ETF shares in Q2 2026, an estimated $42.3K.
Destiny Wealth Partners first reported a position in iShares Convertible Bond ETF in Q4 2020 and held it in 10 quarters.
Destiny Wealth Partners's iShares Convertible Bond ETF position peaked at $8.95M in Q1 2021.
404 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.