Savvy Advisors Inc’s iShares Convertible Bond ETF ICVT Stock Holding History

Savvy Advisors Inc’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	$6.26M	Buy	51,407 +11,340	+28%	+$1.31M	0.13%	132
2026 Q1	$4.08M	Buy	40,067 +25,450	+174%	+$2.63M	0.11%	151
2025 Q4	$1.44M	Buy	14,617 +2,409	+20%	+$242K	0.05%	289
2025 Q3	$1.22M	Buy	12,208 +4,080	+50%	+$384K	0.06%	232
2025 Q2	$732K	Buy	8,128 +166	+2%	+$14.2K	0.05%	274
2025 Q1	$666K	Buy	+7,962	New	+$687K	0.07%	234

Other funds holding ICVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Savvy Advisors Inc's ICVT Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares Convertible Bond ETF (ICVT) stake by 28% in Q2 2026, buying an estimated $1.31M and bringing the position to 51,407 shares worth $6.26M. The position accounts for 0.13% of the portfolio, ranked #132.

Savvy Advisors Inc first reported a position in ICVT in Q1 2025 and has held it in 6 quarters since. 404 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

Savvy Advisors Inc held 51,407 shares of iShares Convertible Bond ETF worth $6.26M as of Q2 2026.
Savvy Advisors Inc bought 11,340 iShares Convertible Bond ETF shares in Q2 2026, an estimated $1.31M.
iShares Convertible Bond ETF made up 0.13% of Savvy Advisors Inc's portfolio in Q2 2026, its #132 holding.
Savvy Advisors Inc first reported a position in iShares Convertible Bond ETF in Q1 2025 and has held it in 6 quarters since.
404 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.