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Gen-Wealth Partners’s iShares Convertible Bond ETF ICVT Stock Holding History

Gen-Wealth Partners’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
Q1 		$141K Sell
1,382
-1,887
-58% -$195K 0.04% 289
2025
Q4 		$322K Buy
3,269
+993
+44% +$99.8K 0.1% 205
2025
Q3 		$228K Buy
2,276
+197
+9% +$18.5K 0.08% 227
2025
Q2 		$187K Sell
2,079
-1,382
-40% -$118K 0.07% 228
2025
Q1 		$289K Buy
3,461
+480
+16% +$41.4K 0.12% 167
2024
Q4 		$253K Buy
2,981
+1,068
+56% +$91.9K 0.11% 183
2024
Q3 		$162K Buy
1,913
+126
+7% +$10.1K 0.07% 238
2024
Q2 		$141K Sell
1,787
-16
-0.9% -$1.25K 0.07% 243
2024
Q1 		$144K Buy
+1,803
New +$141K 0.07% 255

Other funds holding ICVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return