Shared Vision Wealth Group’s iShares Convertible Bond ETF ICVT Stock Holding History

Shared Vision Wealth Group’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 Q1	$462K	Sell	4,534 -2,660	-37%	-$275K	0.19%	63
2025 Q4	$746K	Buy	7,194 +23	+0.3%	+$2.31K	0.3%	48
2025 Q3	$720K	Buy	7,171 +622	+9%	+$58.5K	0.3%	49
2025 Q2	$606K	Sell	6,549 -1,787	-21%	-$153K	0.3%	45
2025 Q1	$697K	Buy	8,336 +73	+0.9%	+$6.3K	0.38%	39
2024 Q4	$702K	Buy	8,263 +2,223	+37%	+$191K	0.37%	40
2024 Q3	$505K	Buy	6,040 +139	+2%	+$11.2K	0.27%	44
2024 Q2	$464K	Buy	5,901 +337	+6%	+$26.3K	0.27%	47
2024 Q1	$444K	Buy	+5,564	New	+$434K	0.28%	47

Other funds holding ICVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Shared Vision Wealth Group's ICVT Position: Q1 2026 in Review

Shared Vision Wealth Group reduced its iShares Convertible Bond ETF (ICVT) stake by 37% in Q1 2026, selling an estimated $275K and leaving 4,534 shares worth $462K. The position accounts for 0.19% of the portfolio, ranked #63.

Shared Vision Wealth Group first reported a position in ICVT in Q1 2024 and has held it in 9 quarters since. The position peaked at $746K in Q4 2025. 402 funds tracked by Wall St. Rank hold ICVT as of Q1 2026.

Shared Vision Wealth Group held 4,534 shares of iShares Convertible Bond ETF worth $462K as of Q1 2026.
Shared Vision Wealth Group sold 2,660 iShares Convertible Bond ETF shares in Q1 2026, an estimated $275K.
iShares Convertible Bond ETF made up 0.19% of Shared Vision Wealth Group's portfolio in Q1 2026, its #63 holding.
Shared Vision Wealth Group first reported a position in iShares Convertible Bond ETF in Q1 2024 and has held it in 9 quarters since.
Shared Vision Wealth Group's iShares Convertible Bond ETF position peaked at $746K in Q4 2025.
402 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.