Q1WB
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Quest 10 Wealth Builders’s iShares Convertible Bond ETF ICVT Stock Holding History

Quest 10 Wealth Builders’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
-50
Closed -$5.09K – 796
2026
Q1 		$5.09K Hold
50
– – ﹤0.01% 524
2025
Q4 		$4.92K Hold
50
– – ﹤0.01% 498
2025
Q3 		$5K Sell
50
-28
-36% -$2.63K ﹤0.01% 493
2025
Q2 		$7.03K Sell
78
-16
-17% -$1.37K 0.01% 446
2025
Q1 		$7.86K Buy
94
+59
+169% +$5.09K 0.01% 402
2024
Q4 		$2.97K Buy
+35
New +$3.01K ﹤0.01% 564

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 $199B AUM 37.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ANTB
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
NYLIM
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

Quest 10 Wealth Builders's ICVT Position: Q2 2026 in Review

Quest 10 Wealth Builders sold out of iShares Convertible Bond ETF (ICVT) in Q2 2026, closing a stake of 50 shares — an estimated $5.09K sold.

Quest 10 Wealth Builders first reported a position in ICVT in Q4 2024 and held it in 6 quarters. The position peaked at $7.86K in Q1 2025. 402 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

  • Quest 10 Wealth Builders reported no remaining iShares Convertible Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Quest 10 Wealth Builders sold 50 iShares Convertible Bond ETF shares in Q2 2026, an estimated $5.09K.
  • Quest 10 Wealth Builders first reported a position in iShares Convertible Bond ETF in Q4 2024 and held it in 6 quarters.
  • Quest 10 Wealth Builders's iShares Convertible Bond ETF position peaked at $7.86K in Q1 2025.
  • 402 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.