SI
ICVT icon

Seeds Investor’s iShares Convertible Bond ETF ICVT Stock Holding History

Seeds Investor’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 		$624K Sell
5,126
-2,560
-33% -$297K 0.06% 191
2026
Q1 		$844K Buy
+7,686
New +$795K 0.11% 142

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

Seeds Investor's ICVT Position: Q2 2026 in Review

Seeds Investor reduced its iShares Convertible Bond ETF (ICVT) stake by 33% in Q2 2026, selling an estimated $297K and leaving 5,126 shares worth $624K. The position accounts for 0.06% of the portfolio, ranked #191.

Seeds Investor first reported a position in ICVT in Q1 2026 and has held it in 2 quarters since. The position peaked at $844K in Q1 2026. 402 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

  • Seeds Investor held 5,126 shares of iShares Convertible Bond ETF worth $624K as of Q2 2026.
  • Seeds Investor sold 2,560 iShares Convertible Bond ETF shares in Q2 2026, an estimated $297K.
  • iShares Convertible Bond ETF made up 0.06% of Seeds Investor's portfolio in Q2 2026, its #191 holding.
  • Seeds Investor first reported a position in iShares Convertible Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Seeds Investor's iShares Convertible Bond ETF position peaked at $844K in Q1 2026.
  • 402 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

Based on Seeds Investor's 13F filing for Q2 2026, filed 12 Aug 2026.