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

Independent Financial 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
2026
Q2 		$808K Sell
6,635
-201
-3% -$23.3K 0.02% 776
2026
Q1 		$696K Buy
6,836
+4
+0.1% +$414 0.02% 769
2025
Q4 		$673K Buy
6,832
+124
+2% +$12.5K 0.02% 765
2025
Q3 		$671K Buy
6,708
+3,790
+130% +$356K 0.02% 733
2025
Q2 		$263K Buy
+2,918
New +$250K 0.01% 1091
2021
Q2 		– Sell
-2,076
Closed -$204K – 715
2021
Q1 		$204K Buy
+2,076
New +$213K 0.03% 595

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

Independent Financial Group's ICVT Position: Q2 2026 in Review

Independent Financial Group reduced its iShares Convertible Bond ETF (ICVT) stake by 2.9% in Q2 2026, selling an estimated $23.3K and leaving 6,635 shares worth $808K. The position accounts for 0.02% of the portfolio, ranked #776.

Independent Financial Group first reported a position in ICVT in Q1 2021 and has held it in 6 quarters since. 402 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

  • Independent Financial Group held 6,635 shares of iShares Convertible Bond ETF worth $808K as of Q2 2026.
  • Independent Financial Group sold 201 iShares Convertible Bond ETF shares in Q2 2026, an estimated $23.3K.
  • iShares Convertible Bond ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #776 holding.
  • Independent Financial Group first reported a position in iShares Convertible Bond ETF in Q1 2021 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 Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.