Elevation Wealth Partners
ICVT icon

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

Elevation 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
Q3 		$4.92M Buy
43,604
+42,691
+4,676% +$4.91M 1.38% 17
2026
Q2 		$111K Buy
913
+2
+0.2% +$232 0.03% 184
2026
Q1 		$92.7K Buy
911
+2
+0.2% +$207 0.03% 177
2025
Q4 		$89.5K Buy
909
+4
+0.4% +$402 0.03% 177
2025
Q3 		$90.6K Buy
905
+2
+0.2% +$188 0.03% 185
2025
Q2 		$81.3K Buy
903
+4
+0.4% +$343 0.03% 191
2025
Q1 		$75.2K Buy
899
+2
+0.2% +$173 0.03% 194
2024
Q4 		$76.2K Buy
897
+268
+43% +$23.1K 0.03% 191
2024
Q3 		$52.6K Buy
629
+4
+0.6% +$321 0.02% 217
2024
Q2 		$49.2K Buy
625
+3
+0.5% +$235 0.02% 216
2024
Q1 		$49.6K Buy
622
+8
+1% +$625 0.02% 219
2023
Q4 		$45.5K Hold
614
– – 0.03% 216
2023
Q3 		$45.5K Buy
614
+3
+0.5% +$228 0.04% 157
2023
Q2 		$46.7K Buy
611
+1
+0.2% +$73 0.04% 161
2023
Q1 		$44.3K Buy
+610
New +$44.2K 0.04% 171

Other funds holding ICVT

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Tradewinds Capital Management
Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
TF
TME Financial Huntington Beach, California $163M AUM 7.98% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Aire Advisors
Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Elevation Wealth Partners's ICVT Position: Q3 2026 in Review

Elevation Wealth Partners increased its iShares Convertible Bond ETF (ICVT) stake by 4,676% in Q3 2026, buying an estimated $4.91M and bringing the position to 43,604 shares worth $4.92M. The position accounts for 1.38% of the portfolio, ranked #17.

Elevation Wealth Partners first reported a position in ICVT in Q1 2023 and has held it in 15 quarters since. 127 funds tracked by Wall St. Rank hold ICVT as of Q3 2026.

  • Elevation Wealth Partners held 43,604 shares of iShares Convertible Bond ETF worth $4.92M as of Q3 2026.
  • Elevation Wealth Partners bought 42,691 iShares Convertible Bond ETF shares in Q3 2026, an estimated $4.91M.
  • iShares Convertible Bond ETF made up 1.38% of Elevation Wealth Partners's portfolio in Q3 2026, its #17 holding.
  • Elevation Wealth Partners first reported a position in iShares Convertible Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.