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Salem Investment Counselors’s iShares Convertible Bond ETF ICVT Stock Holding History

Salem Investment Counselors’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 		$5.6K Hold
46
– – ﹤0.01% 1000
2026
Q1 		$4.68K Buy
+46
New +$4.76K ﹤0.01% 978
2025
Q4 		– Sell
-46
Closed -$4.6K – 737
2025
Q3 		$4.6K Buy
+46
New +$4.32K ﹤0.01% 991
2024
Q2 		– Sell
-14
Closed -$1.12K – 1182
2024
Q1 		$1.12K Hold
14
– – ﹤0.01% 1080
2023
Q4 		$1.1K Hold
14
– – ﹤0.01% 1025
2023
Q3 		$1.04K Sell
14
-23
-62% -$1.75K ﹤0.01% 1019
2023
Q2 		$2.83K Buy
37
+8
+28% +$583 ﹤0.01% 978
2023
Q1 		$2.11K Buy
+29
New +$2.1K ﹤0.01% 977

Other funds holding ICVT

GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 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

Salem Investment Counselors's ICVT Position: Q2 2026 in Review

Salem Investment Counselors held its iShares Convertible Bond ETF (ICVT) position steady in Q2 2026 at 46 shares worth $5.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Salem Investment Counselors first reported a position in ICVT in Q1 2023 and has held it in 8 quarters since. 171 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

  • Salem Investment Counselors held 46 shares of iShares Convertible Bond ETF worth $5.6K as of Q2 2026.
  • Salem Investment Counselors left its iShares Convertible Bond ETF share count unchanged in Q2 2026.
  • iShares Convertible Bond ETF made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #1000 holding.
  • Salem Investment Counselors first reported a position in iShares Convertible Bond ETF in Q1 2023 and has held it in 8 quarters since.
  • 171 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.