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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
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
LPL Financial San Diego, California $445B AUM 25.58% 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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Mosley Wealth Management's ICVT Position: Q2 2026 in Review

Mosley Wealth Management reduced its iShares Convertible Bond ETF (ICVT) stake by 79% in Q2 2026, selling an estimated $412K and leaving 932 shares worth $113K. The position accounts for 0.04% of the portfolio, ranked #186.

Mosley Wealth Management first reported a position in ICVT in Q1 2024 and has held it in 7 quarters since. The position peaked at $540K in Q4 2024. 258 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

  • Mosley Wealth Management held 932 shares of iShares Convertible Bond ETF worth $113K as of Q2 2026.
  • Mosley Wealth Management sold 3,553 iShares Convertible Bond ETF shares in Q2 2026, an estimated $412K.
  • iShares Convertible Bond ETF made up 0.04% of Mosley Wealth Management's portfolio in Q2 2026, its #186 holding.
  • Mosley Wealth Management first reported a position in iShares Convertible Bond ETF in Q1 2024 and has held it in 7 quarters since.
  • Mosley Wealth Management's iShares Convertible Bond ETF position peaked at $540K in Q4 2024.
  • 258 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.