Pine Grove Financial Group
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Pine Grove Financial Group’s iShares Convertible Bond ETF ICVT Stock Holding History

Pine Grove Financial Group’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 		$237K Buy
+2,098
New +$241K 0.02% 196
2026
Q2 		– Sell
-3,462
Closed -$352K – 222
2026
Q1 		$352K Sell
3,462
-4,448
-56% -$460K 0.04% 144
2025
Q4 		$779K Buy
+7,910
New +$795K 0.09% 94

Other funds holding ICVT

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
TF
TME Financial Huntington Beach, California $163M AUM 7.98% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Aire Advisors
Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Plan Group Financial
Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return

Pine Grove Financial Group's ICVT Position: Q3 2026 in Review

Pine Grove Financial Group opened a new position in iShares Convertible Bond ETF (ICVT) in Q3 2026: 2,098 shares worth $237K. The stake represents 0.02% of the portfolio and ranks #196 among its holdings. This is a return to the name: Pine Grove Financial Group previously reported a position in ICVT as recently as Q1 2026.

Pine Grove Financial Group first reported a position in ICVT in Q4 2025 and has held it in 3 quarters since. The position peaked at $779K in Q4 2025. 103 funds tracked by Wall St. Rank hold ICVT as of Q3 2026.

  • Pine Grove Financial Group held 2,098 shares of iShares Convertible Bond ETF worth $237K as of Q3 2026.
  • iShares Convertible Bond ETF was a new Pine Grove Financial Group position in Q3 2026.
  • iShares Convertible Bond ETF made up 0.02% of Pine Grove Financial Group's portfolio in Q3 2026, its #196 holding.
  • Pine Grove Financial Group first reported a position in iShares Convertible Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Pine Grove Financial Group's iShares Convertible Bond ETF position peaked at $779K in Q4 2025.
  • 103 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.