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

Kingdom 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 		$145K Sell
1,191
-46
-4% -$5.33K 0.04% 168
2026
Q1 		$126K Buy
1,237
+586
+90% +$60.6K 0.04% 193
2025
Q4 		$64.2K Buy
+651
New +$65.4K 0.02% 231

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

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

Kingdom Financial Group reduced its iShares Convertible Bond ETF (ICVT) stake by 3.7% in Q2 2026, selling an estimated $5.33K and leaving 1,191 shares worth $145K. The position accounts for 0.04% of the portfolio, ranked #168.

Kingdom Financial Group first reported a position in ICVT in Q4 2025 and has held it in 3 quarters since. 404 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

  • Kingdom Financial Group held 1,191 shares of iShares Convertible Bond ETF worth $145K as of Q2 2026.
  • Kingdom Financial Group sold 46 iShares Convertible Bond ETF shares in Q2 2026, an estimated $5.33K.
  • iShares Convertible Bond ETF made up 0.04% of Kingdom Financial Group's portfolio in Q2 2026, its #168 holding.
  • Kingdom Financial Group first reported a position in iShares Convertible Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.