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

Firethorn 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 		$203K Buy
1,802
+30
+2% +$3.45K 0.07% 188
2026
Q2 		$216K Sell
1,772
-1,595
-47% -$185K 0.07% 192
2026
Q1 		$343K Buy
3,367
+617
+22% +$63.8K 0.13% 140
2025
Q4 		$271K Sell
2,750
-91
-3% -$9.15K 0.1% 149
2025
Q3 		$284K Buy
2,841
+240
+9% +$22.6K 0.11% 143
2025
Q2 		$234K Sell
2,601
-110
-4% -$9.43K 0.1% 150
2025
Q1 		$227K Buy
2,711
+44
+2% +$3.8K 0.11% 149
2024
Q4 		$227K Buy
2,667
+112
+4% +$9.64K 0.11% 135
2024
Q3 		$214K Buy
+2,555
New +$205K 0.11% 140
2023
Q1 		– Sell
-5,509
Closed -$383K – 135
2022
Q4 		$383K Sell
5,509
-208
-4% -$14.6K 0.32% 66
2022
Q3 		$394K Sell
5,717
-188
-3% -$13.6K 0.37% 69
2022
Q2 		$428K Buy
+5,905
New +$442K 0.35% 66

Other funds holding ICVT

TF
TME Financial Huntington Beach, California $163M AUM 7.98% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

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

Firethorn Wealth Partners increased its iShares Convertible Bond ETF (ICVT) stake by 1.7% in Q3 2026, buying an estimated $3.45K and bringing the position to 1,802 shares worth $203K. The position accounts for 0.07% of the portfolio, ranked #188.

Firethorn Wealth Partners first reported a position in ICVT in Q2 2022 and has held it in 12 quarters since. The position peaked at $428K in Q2 2022. 46 funds tracked by Wall St. Rank hold ICVT as of Q3 2026.

  • Firethorn Wealth Partners held 1,802 shares of iShares Convertible Bond ETF worth $203K as of Q3 2026.
  • Firethorn Wealth Partners bought 30 iShares Convertible Bond ETF shares in Q3 2026, an estimated $3.45K.
  • iShares Convertible Bond ETF made up 0.07% of Firethorn Wealth Partners's portfolio in Q3 2026, its #188 holding.
  • Firethorn Wealth Partners first reported a position in iShares Convertible Bond ETF in Q2 2022 and has held it in 12 quarters since.
  • Firethorn Wealth Partners's iShares Convertible Bond ETF position peaked at $428K in Q2 2022.
  • 46 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q3 2026.

Based on Firethorn Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.