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Independent Wealth Network’s iShares Convertible Bond ETF ICVT Stock Holding History

Independent Wealth Network’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 		– Sell
-6,559
Closed -$646K – 319
2025
Q4 		$646K Sell
6,559
-620
-9% -$62.3K 0.2% 127
2025
Q3 		$718K Sell
7,179
-3
-0% -$282 0.23% 109
2025
Q2 		$647K Buy
7,182
+397
+6% +$34K 0.24% 103
2025
Q1 		$567K Sell
6,785
-137
-2% -$11.8K 0.23% 115
2024
Q4 		$588K Sell
6,922
-64
-0.9% -$5.51K 0.24% 106
2024
Q3 		$585K Sell
6,986
-159
-2% -$12.8K 0.26% 106
2024
Q2 		$562K Buy
7,145
+24
+0.3% +$1.88K 0.26% 103
2024
Q1 		$568K Sell
7,121
-50
-0.7% -$3.9K 0.27% 100
2023
Q4 		$564K Buy
7,171
+1,704
+31% +$126K 0.3% 87
2023
Q3 		$406K Sell
5,467
-37
-0.7% -$2.81K 0.25% 105
2023
Q2 		$420K Buy
5,504
+1,032
+23% +$75.2K 0.25% 104
2023
Q1 		$325K Sell
4,472
-305
-6% -$22.1K 0.21% 122
2022
Q4 		$332K Buy
4,777
+40
+0.8% +$2.81K 0.23% 112
2022
Q3 		$326K Buy
4,737
+456
+11% +$33K 0.25% 111
2022
Q2 		$297K Buy
4,281
+392
+10% +$29.4K 0.21% 124
2022
Q1 		$324K Buy
3,889
+247
+7% +$20.5K 0.21% 131
2021
Q4 		$325K Sell
3,642
-493
-12% -$48K 0.2% 130
2021
Q3 		$426K Buy
+4,135
New +$416K 0.28% 107

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 $377B AUM 19.32% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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 $10.4B AUM 0.97% 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

Independent Wealth Network's ICVT Position: Q1 2026 in Review

Independent Wealth Network sold out of iShares Convertible Bond ETF (ICVT) in Q1 2026, closing a stake of 6,559 shares — an estimated $646K sold.

Independent Wealth Network first reported a position in ICVT in Q3 2021 and held it in 18 quarters. The position peaked at $718K in Q3 2025. 402 funds tracked by Wall St. Rank hold ICVT as of Q1 2026.

  • Independent Wealth Network reported no remaining iShares Convertible Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Independent Wealth Network sold 6,559 iShares Convertible Bond ETF shares in Q1 2026, an estimated $646K.
  • Independent Wealth Network first reported a position in iShares Convertible Bond ETF in Q3 2021 and held it in 18 quarters.
  • Independent Wealth Network's iShares Convertible Bond ETF position peaked at $718K in Q3 2025.
  • 402 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.