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Founders Financial Alliance’s iShares Convertible Bond ETF ICVT Stock Holding History

Founders Financial Alliance’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 		$382K Buy
3,138
+2,622
+508% +$304K 0.05% 284
2026
Q1 		$52.5K Buy
516
+1
+0.2% +$103 0.01% 511
2025
Q4 		$50.7K Buy
515
+2
+0.4% +$201 0.01% 431
2025
Q3 		$51.3K Buy
513
+2
+0.4% +$188 0.01% 496
2025
Q2 		$46K Buy
511
+2
+0.4% +$171 0.01% 393
2025
Q1 		$42.5K Buy
509
+1
+0.2% +$86 0.01% 458
2024
Q4 		$43.1K Buy
508
+4
+0.8% +$344 0.01% 391
2024
Q3 		$42.2K Sell
504
-23
-4% -$1.85K 0.01% 406
2024
Q2 		$41.4K Buy
527
+2
+0.4% +$156 0.01% 389
2024
Q1 		$41.9K Sell
525
-58
-10% -$4.53K 0.01% 394
2023
Q4 		$45.8K Buy
583
+4
+0.7% +$296 0.02% 345
2023
Q3 		$42.9K Sell
579
-153
-21% -$11.6K 0.02% 328
2023
Q2 		$55.9K Sell
732
-237
-24% -$17.3K 0.02% 336
2023
Q1 		$70.4K Sell
969
-307
-24% -$22.2K 0.04% 278
2022
Q4 		$88.7K Buy
1,276
+65
+5% +$4.57K 0.04% 276
2022
Q3 		$83K Sell
1,211
-250
-17% -$18.1K 0.04% 269
2022
Q2 		$101K Buy
1,461
+2
+0.1% +$150 0.05% 261
2022
Q1 		$122K Sell
1,459
-77
-5% -$6.38K 0.05% 248
2021
Q4 		$137K Buy
1,536
+278
+22% +$27.1K 0.06% 277
2021
Q3 		$125K Buy
1,258
+383
+44% +$38.5K 0.06% 259
2021
Q2 		$89K Hold
875
– – 0.04% 307
2021
Q1 		$83K Buy
+875
New +$89.7K 0.04% 287

Other funds holding ICVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Founders Financial Alliance's ICVT Position: Q2 2026 in Review

Founders Financial Alliance increased its iShares Convertible Bond ETF (ICVT) stake by 508% in Q2 2026, buying an estimated $304K and bringing the position to 3,138 shares worth $382K. The position accounts for 0.05% of the portfolio, ranked #284.

Founders Financial Alliance first reported a position in ICVT in Q1 2021 and has held it in 22 quarters since. 404 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

  • Founders Financial Alliance held 3,138 shares of iShares Convertible Bond ETF worth $382K as of Q2 2026.
  • Founders Financial Alliance bought 2,622 iShares Convertible Bond ETF shares in Q2 2026, an estimated $304K.
  • iShares Convertible Bond ETF made up 0.05% of Founders Financial Alliance's portfolio in Q2 2026, its #284 holding.
  • Founders Financial Alliance first reported a position in iShares Convertible Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.