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Golden State Equity Partners’s iShares Convertible Bond ETF ICVT Stock Holding History

Golden State Equity 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
Q2 		– Sell
-3,624
Closed -$369K – 981
2026
Q1 		$369K Buy
+3,624
New +$375K 0.03% 525
2021
Q3 		– Sell
-3,284
Closed -$335K – 255
2021
Q2 		$335K Buy
+3,284
New +$326K 0.13% 164

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

Golden State Equity Partners's ICVT Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares Convertible Bond ETF (ICVT) in Q2 2026, closing a stake of 3,624 shares — an estimated $369K sold.

Golden State Equity Partners first reported a position in ICVT in Q2 2021 and held it in 2 quarters. The position peaked at $369K in Q1 2026. 402 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

  • Golden State Equity Partners reported no remaining iShares Convertible Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 3,624 iShares Convertible Bond ETF shares in Q2 2026, an estimated $369K.
  • Golden State Equity Partners first reported a position in iShares Convertible Bond ETF in Q2 2021 and held it in 2 quarters.
  • Golden State Equity Partners's iShares Convertible Bond ETF position peaked at $369K in Q1 2026.
  • 402 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.