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Insight Wealth Strategies’s iShares Convertible Bond ETF ICVT Stock Holding History

Insight Wealth Strategies’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
2025
Q3 		– Sell
-245,103
Closed -$21.9M – 182
2025
Q2 		$21.9M Buy
245,103
+116,343
+90% +$9.98M 2.76% 11
2025
Q1 		$10.8M Buy
128,760
+1,483
+1% +$128K 1.45% 19
2024
Q4 		$10.8M Buy
+127,277
New +$11M 1.45% 19
2022
Q1 		– Sell
-2,418
Closed -$216K – 162
2021
Q4 		$216K Sell
2,418
-3,194
-57% -$311K 0.03% 146
2021
Q3 		$560K Sell
5,612
-112
-2% -$11.3K 0.08% 138
2021
Q2 		$584K Buy
5,724
+308
+6% +$30.6K 0.08% 135
2021
Q1 		$532K Sell
5,416
-160
-3% -$16.4K 0.07% 142
2020
Q4 		$538K Sell
5,576
-236
-4% -$20.9K 0.09% 109
2020
Q3 		$469K Sell
5,812
-1,145
-16% -$89.3K 0.09% 105
2020
Q2 		$494K Sell
6,957
-220
-3% -$14K 0.11% 87
2020
Q1 		$390K Sell
7,177
-2,665
-27% -$165K 0.1% 93
2019
Q4 		$617K Buy
9,842
+2,539
+35% +$153K 0.13% 106
2019
Q3 		$425K Buy
+7,303
New +$436K 0.1% 129

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 $424B AUM 22.96% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Insight Wealth Strategies's ICVT Position: Q3 2025 in Review

Insight Wealth Strategies sold out of iShares Convertible Bond ETF (ICVT) in Q3 2025, closing a stake of 245,103 shares — an estimated $21.9M sold.

Insight Wealth Strategies first reported a position in ICVT in Q3 2019 and held it in 13 quarters. The position peaked at $21.9M in Q2 2025. 349 funds tracked by Wall St. Rank hold ICVT as of Q3 2025.

  • Insight Wealth Strategies reported no remaining iShares Convertible Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Insight Wealth Strategies sold 245,103 iShares Convertible Bond ETF shares in Q3 2025, an estimated $21.9M.
  • Insight Wealth Strategies first reported a position in iShares Convertible Bond ETF in Q3 2019 and held it in 13 quarters.
  • Insight Wealth Strategies's iShares Convertible Bond ETF position peaked at $21.9M in Q2 2025.
  • 349 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q3 2025.

Based on Insight Wealth Strategies's 13F filing for Q3 2025, filed 6 Oct 2025.