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Plancorp LLC’s iShares Convertible Bond ETF ICVT Stock Holding History

Plancorp LLC’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 		$242K Buy
+2,076
New +$241K 0.01% 368

Other funds holding ICVT

GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 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
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
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Plancorp LLC's ICVT Position: Q2 2026 in Review

Plancorp LLC opened a new position in iShares Convertible Bond ETF (ICVT) in Q2 2026: 2,076 shares worth $242K. The stake represents 0.01% of the portfolio and ranks #368 among its holdings.

125 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

  • Plancorp LLC held 2,076 shares of iShares Convertible Bond ETF worth $242K as of Q2 2026.
  • iShares Convertible Bond ETF was a new Plancorp LLC position in Q2 2026.
  • iShares Convertible Bond ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #368 holding.
  • 125 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.