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EverSource Wealth Advisors’s iShares Convertible Bond ETF ICVT Stock Holding History

EverSource Wealth Advisors’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 		$31.3K Sell
257
-23
-8% -$2.67K ﹤0.01% 2113
2026
Q1 		$28.5K Sell
280
-42
-13% -$4.35K ﹤0.01% 2269
2025
Q4 		$31.8K Buy
322
+4
+1% +$402 ﹤0.01% 2064
2025
Q3 		$31.8K Sell
318
-284
-47% -$26.7K ﹤0.01% 2019
2025
Q2 		$54.3K Sell
602
-266
-31% -$22.8K ﹤0.01% 1565
2025
Q1 		$72.6K Buy
868
+570
+191% +$49.2K ﹤0.01% 1050
2024
Q4 		$25.3K Sell
298
-140
-32% -$12K ﹤0.01% 1503
2024
Q3 		$36.6K Buy
438
+115
+36% +$9.23K ﹤0.01% 1197
2024
Q2 		$25.9K Buy
323
+219
+211% +$17.1K ﹤0.01% 1376
2024
Q1 		$8.01K Buy
104
+91
+700% +$7.1K ﹤0.01% 1814
2023
Q4 		$1.04K Hold
13
– – ﹤0.01% 2392
2023
Q3 		$965 Hold
13
– – ﹤0.01% 2237
2023
Q2 		$993 Hold
13
– – ﹤0.01% 2232
2023
Q1 		$944 Sell
13
-576
-98% -$41.7K ﹤0.01% 2127
2022
Q4 		$40.9K Buy
589
+67
+13% +$4.71K 0.01% 834
2022
Q3 		$35K Sell
522
-190
-27% -$13.8K 0.01% 730
2022
Q2 		$49K Buy
712
+657
+1,195% +$49.2K 0.01% 636
2022
Q1 		$5K Buy
+55
New +$4.56K ﹤0.01% 1251

Other funds holding ICVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AA
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EverSource Wealth Advisors's ICVT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares Convertible Bond ETF (ICVT) stake by 8.2% in Q2 2026, selling an estimated $2.67K and leaving 257 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2113.

EverSource Wealth Advisors first reported a position in ICVT in Q1 2022 and has held it in 18 quarters since. The position peaked at $72.6K in Q1 2025. 402 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

  • EverSource Wealth Advisors held 257 shares of iShares Convertible Bond ETF worth $31.3K as of Q2 2026.
  • EverSource Wealth Advisors sold 23 iShares Convertible Bond ETF shares in Q2 2026, an estimated $2.67K.
  • iShares Convertible Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2113 holding.
  • EverSource Wealth Advisors first reported a position in iShares Convertible Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's iShares Convertible Bond ETF position peaked at $72.6K in Q1 2025.
  • 402 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.