LBC
ICVT icon

Lane Brothers & Co’s iShares Convertible Bond ETF ICVT Stock Holding History

Lane Brothers & Co’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 		$646K Sell
5,308
-7
-0.1% -$811 0.42% 40
2026
Q1 		$541K Buy
5,315
+3
+0.1% +$310 0.39% 41
2025
Q4 		$523K Buy
+5,312
New +$534K 0.38% 43

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

Lane Brothers & Co's ICVT Position: Q2 2026 in Review

Lane Brothers & Co reduced its iShares Convertible Bond ETF (ICVT) stake by 0.13% in Q2 2026, selling an estimated $811 and leaving 5,308 shares worth $646K. The position accounts for 0.42% of the portfolio, ranked #40.

Lane Brothers & Co first reported a position in ICVT in Q4 2025 and has held it in 3 quarters since. 402 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

  • Lane Brothers & Co held 5,308 shares of iShares Convertible Bond ETF worth $646K as of Q2 2026.
  • Lane Brothers & Co sold 7 iShares Convertible Bond ETF shares in Q2 2026, an estimated $811.
  • iShares Convertible Bond ETF made up 0.42% of Lane Brothers & Co's portfolio in Q2 2026, its #40 holding.
  • Lane Brothers & Co first reported a position in iShares Convertible Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 402 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

Based on Lane Brothers & Co's 13F filing for Q2 2026, filed 5 Aug 2026.