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MLG Wealth Management DBA Pine Grove Financial Group’s iShares Convertible Bond ETF ICVT Stock Holding History

MLG Wealth Management DBA Pine Grove 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
2025
Q4 		$779K Buy
+7,910
New +$795K 0.09% 94

Other funds holding ICVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's ICVT Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in iShares Convertible Bond ETF (ICVT) in Q4 2025: 7,910 shares worth $779K. The stake represents 0.09% of the portfolio and ranks #94 among its holdings.

385 funds tracked by Wall St. Rank hold ICVT as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 7,910 shares of iShares Convertible Bond ETF worth $779K as of Q4 2025.
  • iShares Convertible Bond ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • iShares Convertible Bond ETF made up 0.09% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #94 holding.
  • 385 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.