Houlihan Financial Resource Group’s iShares Convertible Bond ETF ICVT Stock Holding History

Houlihan Financial Resource Group’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
2020 Q3	$152K	Buy	+1,775	New	+$138K	0.09%	110

Other funds holding ICVT

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Houlihan Financial Resource Group's ICVT Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in iShares Convertible Bond ETF (ICVT) in Q3 2020: 1,775 shares worth $152K. The stake represents 0.09% of the portfolio and ranks #110 among its holdings.

119 funds tracked by Wall St. Rank hold ICVT as of Q3 2020.

Houlihan Financial Resource Group held 1,775 shares of iShares Convertible Bond ETF worth $152K as of Q3 2020.
iShares Convertible Bond ETF was a new Houlihan Financial Resource Group position in Q3 2020.
iShares Convertible Bond ETF made up 0.09% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #110 holding.
119 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.