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Regal Investment Advisors’s iShares Convertible Bond ETF ICVT Stock Holding History

Regal Investment 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
-2,523
Closed -$257K – 671
2026
Q1 		$257K Sell
2,523
-2,892
-53% -$299K 0.01% 567
2025
Q4 		$533K Buy
5,415
+1,777
+49% +$179K 0.03% 409
2025
Q3 		$364K Buy
3,638
+558
+18% +$52.5K 0.02% 433
2025
Q2 		$277K Sell
3,080
-1,822
-37% -$156K 0.02% 441
2025
Q1 		$410K Buy
4,902
+679
+16% +$58.6K 0.03% 357
2024
Q4 		$359K Buy
+4,223
New +$363K 0.03% 375
2024
Q3 		– Sell
-2,563
Closed -$202K – 539
2024
Q2 		$202K Buy
+2,563
New +$200K 0.01% 548
2023
Q1 		– Sell
-6,723
Closed -$467K – 534
2022
Q4 		$467K Sell
6,723
-396
-6% -$27.9K 0.05% 288
2022
Q3 		$490K Sell
7,119
-3,177
-31% -$230K 0.05% 271
2022
Q2 		$714K Buy
+10,296
New +$771K 0.07% 229

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

Regal Investment Advisors's ICVT Position: Q2 2026 in Review

Regal Investment Advisors sold out of iShares Convertible Bond ETF (ICVT) in Q2 2026, closing a stake of 2,523 shares — an estimated $257K sold.

Regal Investment Advisors first reported a position in ICVT in Q2 2022 and held it in 10 quarters. The position peaked at $714K in Q2 2022. 403 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

  • Regal Investment Advisors reported no remaining iShares Convertible Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Regal Investment Advisors sold 2,523 iShares Convertible Bond ETF shares in Q2 2026, an estimated $257K.
  • Regal Investment Advisors first reported a position in iShares Convertible Bond ETF in Q2 2022 and held it in 10 quarters.
  • Regal Investment Advisors's iShares Convertible Bond ETF position peaked at $714K in Q2 2022.
  • 403 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.