Independence Financial Advisors’s iShares Convertible Bond ETF ICVT Stock Holding History

Independence Financial 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 Q2	$17.2M	Buy	141,376 +17,195	+14%	+$1.99M	4.46%	6
2026 Q1	$12.6M	Buy	124,181 +875	+0.7%	+$90.5K	3.79%	8
2025 Q4	$12.1M	Buy	123,306 +5,051	+4%	+$508K	3.34%	11
2025 Q3	$11.8M	Buy	118,255 +83,886	+244%	+$7.89M	3.6%	11
2025 Q2	$3.1M	Buy	34,369 +28,196	+457%	+$2.42M	1.2%	23
2025 Q1	$516K	Buy	+6,173	New	+$533K	0.2%	31

Other funds holding ICVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Independence Financial Advisors's ICVT Position: Q2 2026 in Review

Independence Financial Advisors increased its iShares Convertible Bond ETF (ICVT) stake by 14% in Q2 2026, buying an estimated $1.99M and bringing the position to 141,376 shares worth $17.2M. The position accounts for 4.46% of the portfolio, ranked #6.

Independence Financial Advisors first reported a position in ICVT in Q1 2025 and has held it in 6 quarters since. 402 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

Independence Financial Advisors held 141,376 shares of iShares Convertible Bond ETF worth $17.2M as of Q2 2026.
Independence Financial Advisors bought 17,195 iShares Convertible Bond ETF shares in Q2 2026, an estimated $1.99M.
iShares Convertible Bond ETF made up 4.46% of Independence Financial Advisors's portfolio in Q2 2026, its #6 holding.
Independence Financial Advisors first reported a position in iShares Convertible Bond ETF in Q1 2025 and has held it in 6 quarters since.
402 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.