Focus Financial Network
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Focus Financial Network’s iShares Convertible Bond ETF ICVT Stock Holding History

Focus Financial Network’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 		$1.15M Buy
10,153
+977
+11% +$112K 0.03% 316
2026
Q2 		$1.12M Buy
9,176
+4,254
+86% +$493K 0.03% 322
2026
Q1 		$501K Sell
4,922
-373
-7% -$38.6K 0.02% 457
2025
Q4 		$522K Buy
5,295
+389
+8% +$39.1K 0.02% 442
2025
Q3 		$491K Buy
4,906
+848
+21% +$79.7K 0.02% 449
2025
Q2 		$366K Sell
4,058
-60
-1% -$5.14K 0.01% 514
2025
Q1 		$344K Buy
4,118
+617
+18% +$53.2K 0.01% 512
2024
Q4 		$298K Buy
3,501
+708
+25% +$60.9K 0.01% 552
2024
Q3 		$234K Buy
+2,793
New +$224K 0.01% 610
2023
Q1 		– Sell
-11,228
Closed -$780K – 576
2022
Q4 		$780K Sell
11,228
-1,474
-12% -$104K 0.06% 223
2022
Q3 		$875K Buy
12,702
+217
+2% +$15.7K 0.08% 197
2022
Q2 		$866K Buy
+12,485
New +$935K 0.07% 211
2021
Q4 		– Sell
-4,025
Closed -$401K – 401
2021
Q3 		$401K Sell
4,025
-2,399
-37% -$241K 0.05% 290
2021
Q2 		$655K Buy
6,424
+2,299
+56% +$228K 0.09% 217
2021
Q1 		$405K Buy
+4,125
New +$423K 0.05% 292

Other funds holding ICVT

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
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
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Focus Financial Network's ICVT Position: Q3 2026 in Review

Focus Financial Network increased its iShares Convertible Bond ETF (ICVT) stake by 11% in Q3 2026, buying an estimated $112K and bringing the position to 10,153 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #316.

Focus Financial Network first reported a position in ICVT in Q1 2021 and has held it in 15 quarters since. 53 funds tracked by Wall St. Rank hold ICVT as of Q3 2026.

  • Focus Financial Network held 10,153 shares of iShares Convertible Bond ETF worth $1.15M as of Q3 2026.
  • Focus Financial Network bought 977 iShares Convertible Bond ETF shares in Q3 2026, an estimated $112K.
  • iShares Convertible Bond ETF made up 0.03% of Focus Financial Network's portfolio in Q3 2026, its #316 holding.
  • Focus Financial Network first reported a position in iShares Convertible Bond ETF in Q1 2021 and has held it in 15 quarters since.
  • 53 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.