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

FORM 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	$499K	Buy	4,099 +13	+0.3%	+$1.51K	0.05%	35
2026 Q1	$416K	Buy	4,086 +10	+0.2%	+$1.03K	0.05%	40
2025 Q4	$402K	Buy	+4,076	New	+$410K	0.05%	40
2025 Q2	$364K	Buy	4,036 +21	+0.5%	+$1.8K	0.04%	42
2025 Q1	$336K	Buy	+4,015	New	+$346K	0.05%	42

Other funds holding ICVT

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

BFG

Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

FORM Wealth Advisors increased its iShares Convertible Bond ETF (ICVT) stake by 0.32% in Q2 2026, buying an estimated $1.51K and bringing the position to 4,099 shares worth $499K. The position accounts for 0.05% of the portfolio, ranked #35.

FORM Wealth Advisors first reported a position in ICVT in Q1 2025 and has held it in 5 quarters since. 95 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

FORM Wealth Advisors held 4,099 shares of iShares Convertible Bond ETF worth $499K as of Q2 2026.
FORM Wealth Advisors bought 13 iShares Convertible Bond ETF shares in Q2 2026, an estimated $1.51K.
iShares Convertible Bond ETF made up 0.05% of FORM Wealth Advisors's portfolio in Q2 2026, its #35 holding.
FORM Wealth Advisors first reported a position in iShares Convertible Bond ETF in Q1 2025 and has held it in 5 quarters since.
95 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.