Mosley Wealth Management’s iShares Convertible Bond ETF ICVT Stock Holding History

Mosley Wealth Management’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 Q3	$100K	Buy	935 +3	+0.3%	+$345	0.03%	212
2026 Q2	$113K	Sell	932 -3,553	-79%	-$412K	0.04%	186
2026 Q1	$449K	Buy	4,485 +38	+0.9%	+$3.93K	0.2%	105
2025 Q4	$455K	Buy	+4,447	New	+$447K	0.21%	108
2024 Q4	$540K	Buy	6,181 +1,579	+34%	+$136K	0.33%	70
2024 Q3	$389K	Buy	4,602 +130	+3%	+$10.4K	0.27%	83
2024 Q2	$352K	Sell	4,472 -57	-1%	-$4.46K	0.3%	73
2024 Q1	$362K	Buy	+4,529	New	+$354K	0.34%	70

Other funds holding ICVT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

TME Financial Huntington Beach, California $163M AUM 7.98% 1-Year Est. Return

Mosley Wealth Management's ICVT Position: Q3 2026 in Review

Mosley Wealth Management increased its iShares Convertible Bond ETF (ICVT) stake by 0.32% in Q3 2026, buying an estimated $345 and bringing the position to 935 shares worth $100K. The position accounts for 0.03% of the portfolio, ranked #212.

Mosley Wealth Management first reported a position in ICVT in Q1 2024 and has held it in 8 quarters since. The position peaked at $540K in Q4 2024. 242 funds tracked by Wall St. Rank hold ICVT as of Q3 2026.

Mosley Wealth Management held 935 shares of iShares Convertible Bond ETF worth $100K as of Q3 2026.
Mosley Wealth Management bought 3 iShares Convertible Bond ETF shares in Q3 2026, an estimated $345.
iShares Convertible Bond ETF made up 0.03% of Mosley Wealth Management's portfolio in Q3 2026, its #212 holding.
Mosley Wealth Management first reported a position in iShares Convertible Bond ETF in Q1 2024 and has held it in 8 quarters since.
Mosley Wealth Management's iShares Convertible Bond ETF position peaked at $540K in Q4 2024.
242 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.