Kingswood Wealth Advisors’s iShares Convertible Bond ETF ICVT Stock Holding History

Kingswood Wealth Advisors’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	$319K	Sell	2,621 -54	-2%	-$6.26K	0.01%	752
2026 Q1	$272K	Buy	+2,675	New	+$277K	0.01%	750
2025 Q4	–	Sell	-3,319	Closed	-$332K	–	888
2025 Q3	$332K	Buy	+3,319	New	+$312K	0.02%	590
2025 Q1	–	Sell	-3,158	Closed	-$268K	–	773
2024 Q4	$268K	Buy	+3,158	New	+$272K	0.02%	644

Other funds holding ICVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Kingswood Wealth Advisors's ICVT Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its iShares Convertible Bond ETF (ICVT) stake by 2% in Q2 2026, selling an estimated $6.26K and leaving 2,621 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #752.

Kingswood Wealth Advisors first reported a position in ICVT in Q4 2024 and has held it in 4 quarters since. The position peaked at $332K in Q3 2025. 403 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

Kingswood Wealth Advisors held 2,621 shares of iShares Convertible Bond ETF worth $319K as of Q2 2026.
Kingswood Wealth Advisors sold 54 iShares Convertible Bond ETF shares in Q2 2026, an estimated $6.26K.
iShares Convertible Bond ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #752 holding.
Kingswood Wealth Advisors first reported a position in iShares Convertible Bond ETF in Q4 2024 and has held it in 4 quarters since.
Kingswood Wealth Advisors's iShares Convertible Bond ETF position peaked at $332K in Q3 2025.
403 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.