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Networth Advisors’s iShares Convertible Bond ETF ICVT Stock Holding History

Networth 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 		$8.16K Buy
+67
New +$7.76K ﹤0.01% 190
2026
Q1 		– Sell
-180
Closed -$17.7K – 418
2025
Q4 		$17.7K Buy
+180
New +$18.1K 0.01% 126

Other funds holding ICVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
TF
TME Financial Huntington Beach, California $162M AUM 16.23% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Networth Advisors's ICVT Position: Q2 2026 in Review

Networth Advisors opened a new position in iShares Convertible Bond ETF (ICVT) in Q2 2026: 67 shares worth $8.16K. The stake represents ﹤0.01% of the portfolio and ranks #190 among its holdings. This is a return to the name: Networth Advisors previously reported a position in ICVT as recently as Q4 2025.

Networth Advisors first reported a position in ICVT in Q4 2025 and has held it in 2 quarters since. The position peaked at $17.7K in Q4 2025. 241 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

  • Networth Advisors held 67 shares of iShares Convertible Bond ETF worth $8.16K as of Q2 2026.
  • iShares Convertible Bond ETF was a new Networth Advisors position in Q2 2026.
  • iShares Convertible Bond ETF made up ﹤0.01% of Networth Advisors's portfolio in Q2 2026, its #190 holding.
  • Networth Advisors first reported a position in iShares Convertible Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Networth Advisors's iShares Convertible Bond ETF position peaked at $17.7K in Q4 2025.
  • 241 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.