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Industrial Alliance Investment Management’s iShares Convertible Bond ETF ICVT Stock Holding History

Industrial Alliance Investment Management’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
2022
Q1 		– Sell
-208
Closed -$19K – 436
2021
Q4 		$19K Buy
+208
New +$20.2K ﹤0.01% 391

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AWM
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Industrial Alliance Investment Management's ICVT Position: Q1 2022 in Review

Industrial Alliance Investment Management sold out of iShares Convertible Bond ETF (ICVT) in Q1 2022, closing a stake of 208 shares — an estimated $19K sold.

Industrial Alliance Investment Management first reported a position in ICVT in Q4 2021 and held it in 1 quarter. The position peaked at $19K in Q4 2021. 248 funds tracked by Wall St. Rank hold ICVT as of Q1 2022.

  • Industrial Alliance Investment Management reported no remaining iShares Convertible Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 208 iShares Convertible Bond ETF shares in Q1 2022, an estimated $19K.
  • Industrial Alliance Investment Management first reported a position in iShares Convertible Bond ETF in Q4 2021 and held it in 1 quarter.
  • Industrial Alliance Investment Management's iShares Convertible Bond ETF position peaked at $19K in Q4 2021.
  • 248 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q1 2022.

Based on Industrial Alliance Investment Management's 13F filing for Q1 2022, filed 13 May 2022.