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Sax Wealth Advisors’s iShares Convertible Bond ETF ICVT Stock Holding History

Sax Wealth 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
2025
Q4 		– Sell
-2,107
Closed -$211K – 502
2025
Q3 		$211K Sell
2,107
-388
-16% -$36.5K 0.01% 421
2025
Q2 		$225K Buy
+2,495
New +$214K 0.01% 396

Other funds holding ICVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sax Wealth Advisors's ICVT Position: Q4 2025 in Review

Sax Wealth Advisors sold out of iShares Convertible Bond ETF (ICVT) in Q4 2025, closing a stake of 2,107 shares — an estimated $211K sold.

Sax Wealth Advisors first reported a position in ICVT in Q2 2025 and held it in 2 quarters. The position peaked at $225K in Q2 2025. 385 funds tracked by Wall St. Rank hold ICVT as of Q4 2025.

  • Sax Wealth Advisors reported no remaining iShares Convertible Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Sax Wealth Advisors sold 2,107 iShares Convertible Bond ETF shares in Q4 2025, an estimated $211K.
  • Sax Wealth Advisors first reported a position in iShares Convertible Bond ETF in Q2 2025 and held it in 2 quarters.
  • Sax Wealth Advisors's iShares Convertible Bond ETF position peaked at $225K in Q2 2025.
  • 385 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q4 2025.

Based on Sax Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.