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First Command Advisory Services’s iShares Convertible Bond ETF ICVT Stock Holding History

First Command Advisory Services’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
2021
Q3 		– Sell
-54
Closed – – 128
2021
Q2 		$0 Buy
+54
New +$5.36K ﹤0.01% 45

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

First Command Advisory Services's ICVT Position: Q3 2021 in Review

First Command Advisory Services sold out of iShares Convertible Bond ETF (ICVT) in Q3 2021, closing a stake of 54 shares.

First Command Advisory Services first reported a position in ICVT in Q2 2021 and held it in 1 quarter. The position peaked at $0 in Q2 2021. 170 funds tracked by Wall St. Rank hold ICVT as of Q3 2021.

  • First Command Advisory Services reported no remaining iShares Convertible Bond ETF position as of Q3 2021 after selling out during the quarter.
  • First Command Advisory Services sold 54 iShares Convertible Bond ETF shares in Q3 2021.
  • First Command Advisory Services first reported a position in iShares Convertible Bond ETF in Q2 2021 and held it in 1 quarter.
  • First Command Advisory Services's iShares Convertible Bond ETF position peaked at $0 in Q2 2021.
  • 170 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q3 2021.

Based on First Command Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.