Opal Wealth Advisors
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Opal Wealth Advisors’s iShares Convertible Bond ETF ICVT Stock Holding History

Opal Wealth 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 		– Sell
-276
Closed -$28.1K – 389
2026
Q1 		$28.1K Buy
+276
New +$28.6K 0.01% 526
2024
Q3 		– Sell
-46
Closed -$3.62K – 646
2024
Q2 		$3.62K Buy
+46
New +$3.6K ﹤0.01% 859

Other funds holding ICVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 38.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Advisory Alpha
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Opal Wealth Advisors's ICVT Position: Q2 2026 in Review

Opal Wealth Advisors sold out of iShares Convertible Bond ETF (ICVT) in Q2 2026, closing a stake of 276 shares — an estimated $28.1K sold.

Opal Wealth Advisors first reported a position in ICVT in Q2 2024 and held it in 2 quarters. The position peaked at $28.1K in Q1 2026. 404 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

  • Opal Wealth Advisors reported no remaining iShares Convertible Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 276 iShares Convertible Bond ETF shares in Q2 2026, an estimated $28.1K.
  • Opal Wealth Advisors first reported a position in iShares Convertible Bond ETF in Q2 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's iShares Convertible Bond ETF position peaked at $28.1K in Q1 2026.
  • 404 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.