MGO One Seven’s iShares Convertible Bond ETF ICVT Stock Holding History

MGO One Seven’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 Q1	$445K	Buy	4,373 +493	+13%	+$51K	0.01%	948
2025 Q4	$382K	Buy	3,880 +1,630	+72%	+$164K	0.01%	999
2025 Q3	$225K	Buy	+2,250	New	+$212K	0.01%	1189

Other funds holding ICVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

MGO One Seven's ICVT Position: Q1 2026 in Review

MGO One Seven increased its iShares Convertible Bond ETF (ICVT) stake by 13% in Q1 2026, buying an estimated $51K and bringing the position to 4,373 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #948.

MGO One Seven first reported a position in ICVT in Q3 2025 and has held it in 3 quarters since. 402 funds tracked by Wall St. Rank hold ICVT as of Q1 2026.

MGO One Seven held 4,373 shares of iShares Convertible Bond ETF worth $445K as of Q1 2026.
MGO One Seven bought 493 iShares Convertible Bond ETF shares in Q1 2026, an estimated $51K.
iShares Convertible Bond ETF made up 0.01% of MGO One Seven's portfolio in Q1 2026, its #948 holding.
MGO One Seven first reported a position in iShares Convertible Bond ETF in Q3 2025 and has held it in 3 quarters since.
402 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q1 2026.

Based on MGO One Seven's 13F filing for Q1 2026, filed 14 May 2026.