Schuylkill Financial’s iShares Convertible Bond ETF ICVT Stock Holding History

Schuylkill Financial’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 Q3	$2.26M	Buy	+19,983	New	+$2.3M	2.21%	11

Other funds holding ICVT

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

TME Financial Huntington Beach, California $163M AUM 7.98% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Schuylkill Financial's ICVT Position: Q3 2026 in Review

Schuylkill Financial opened a new position in iShares Convertible Bond ETF (ICVT) in Q3 2026: 19,983 shares worth $2.26M. The stake represents 2.21% of the portfolio and ranks #11 among its holdings.

125 funds tracked by Wall St. Rank hold ICVT as of Q3 2026.

Schuylkill Financial held 19,983 shares of iShares Convertible Bond ETF worth $2.26M as of Q3 2026.
iShares Convertible Bond ETF was a new Schuylkill Financial position in Q3 2026.
iShares Convertible Bond ETF made up 2.21% of Schuylkill Financial's portfolio in Q3 2026, its #11 holding.
125 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q3 2026.

Based on Schuylkill Financial's 13F filing for Q3 2026, filed 21 Oct 2026.