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 Q3	$465K	Buy	4,113 +14	+0.3%	+$1.61K	0.05%	37
2026 Q2	$499K	Buy	4,099 +13	+0.3%	+$1.51K	0.05%	35
2026 Q1	$416K	Buy	4,086 +10	+0.2%	+$1.04K	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

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

TME Financial Huntington Beach, California $163M AUM 7.98% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

FORM Wealth Advisors's ICVT Position: Q3 2026 in Review

FORM Wealth Advisors increased its iShares Convertible Bond ETF (ICVT) stake by 0.34% in Q3 2026, buying an estimated $1.61K and bringing the position to 4,113 shares worth $465K. The position accounts for 0.05% of the portfolio, ranked #37.

FORM Wealth Advisors first reported a position in ICVT in Q1 2025 and has held it in 6 quarters since. The position peaked at $499K in Q2 2026. 113 funds tracked by Wall St. Rank hold ICVT as of Q3 2026.

FORM Wealth Advisors held 4,113 shares of iShares Convertible Bond ETF worth $465K as of Q3 2026.
FORM Wealth Advisors bought 14 iShares Convertible Bond ETF shares in Q3 2026, an estimated $1.61K.
iShares Convertible Bond ETF made up 0.05% of FORM Wealth Advisors's portfolio in Q3 2026, its #37 holding.
FORM Wealth Advisors first reported a position in iShares Convertible Bond ETF in Q1 2025 and has held it in 6 quarters since.
FORM Wealth Advisors's iShares Convertible Bond ETF position peaked at $499K in Q2 2026.
113 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q3 2026.

Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.