Diversify Advisory Services’s iShares Convertible Bond ETF ICVT Stock Holding History
Bought
Maintained
Sold
Other funds holding ICVT
ANTB
GT
AA
NYLIM
Diversify Advisory Services's ICVT Position: Q2 2026 in Review
Diversify Advisory Services opened a new position in iShares Convertible Bond ETF (ICVT) in Q2 2026: 63,938 shares worth $7.25M. The stake represents 0.12% of the portfolio and ranks #175 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in ICVT as recently as Q4 2025.
Diversify Advisory Services first reported a position in ICVT in Q3 2025 and has held it in 3 quarters since. 404 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.
- Diversify Advisory Services held 63,938 shares of iShares Convertible Bond ETF worth $7.25M as of Q2 2026.
- iShares Convertible Bond ETF was a new Diversify Advisory Services position in Q2 2026.
- iShares Convertible Bond ETF made up 0.12% of Diversify Advisory Services's portfolio in Q2 2026, its #175 holding.
- Diversify Advisory Services first reported a position in iShares Convertible Bond ETF in Q3 2025 and has held it in 3 quarters since.
- 404 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.
Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.