Networth Advisors
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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
Q3 		– Sell
-67
Closed -$8.16K – 404
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Certified Advisory Corp
Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Networth Advisors's ICVT Position: Q3 2026 in Review

Networth Advisors sold out of iShares Convertible Bond ETF (ICVT) in Q3 2026, closing a stake of 67 shares — an estimated $8.16K sold.

Networth Advisors first reported a position in ICVT in Q4 2025 and held it in 2 quarters. The position peaked at $17.7K in Q4 2025. 304 funds tracked by Wall St. Rank hold ICVT as of Q3 2026.

  • Networth Advisors reported no remaining iShares Convertible Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Networth Advisors sold 67 iShares Convertible Bond ETF shares in Q3 2026, an estimated $8.16K.
  • Networth Advisors first reported a position in iShares Convertible Bond ETF in Q4 2025 and held it in 2 quarters.
  • Networth Advisors's iShares Convertible Bond ETF position peaked at $17.7K in Q4 2025.
  • 304 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q3 2026.

Based on Networth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.