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Retirement Wealth Solutions’s iShares Convertible Bond ETF ICVT Stock Holding History

Retirement Wealth Solutions’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 		$16.1K Buy
132
+25
+23% +$2.9K 0.01% 177
2026
Q1 		$10.9K Sell
107
-113
-51% -$11.7K 0.01% 203
2025
Q4 		$21.7K Buy
220
+47
+27% +$4.72K 0.01% 154
2025
Q3 		$17.3K Buy
173
+21
+14% +$1.97K 0.01% 169
2025
Q2 		$13.7K Sell
152
-88
-37% -$7.54K 0.01% 199
2025
Q1 		$20.1K Hold
240
– – 0.02% 135
2024
Q4 		$20.4K Buy
+240
New +$20.7K 0.02% 139

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

Retirement Wealth Solutions's ICVT Position: Q2 2026 in Review

Retirement Wealth Solutions increased its iShares Convertible Bond ETF (ICVT) stake by 23% in Q2 2026, buying an estimated $2.9K and bringing the position to 132 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #177.

Retirement Wealth Solutions first reported a position in ICVT in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.7K in Q4 2025. 404 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

  • Retirement Wealth Solutions held 132 shares of iShares Convertible Bond ETF worth $16.1K as of Q2 2026.
  • Retirement Wealth Solutions bought 25 iShares Convertible Bond ETF shares in Q2 2026, an estimated $2.9K.
  • iShares Convertible Bond ETF made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #177 holding.
  • Retirement Wealth Solutions first reported a position in iShares Convertible Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's iShares Convertible Bond ETF position peaked at $21.7K in Q4 2025.
  • 404 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.