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SHP Wealth Management’s iShares Convertible Bond ETF ICVT Stock Holding History

SHP Wealth Management’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 		– Sell
-52
Closed -$5.12K – 1865
2025
Q4 		$5.12K Buy
+52
New +$5.23K ﹤0.01% 979

Other funds holding ICVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $109B AUM 35.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
GT
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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

SHP Wealth Management's ICVT Position: Q1 2026 in Review

SHP Wealth Management sold out of iShares Convertible Bond ETF (ICVT) in Q1 2026, closing a stake of 52 shares — an estimated $5.12K sold.

SHP Wealth Management first reported a position in ICVT in Q4 2025 and held it in 1 quarter. The position peaked at $5.12K in Q4 2025. 403 funds tracked by Wall St. Rank hold ICVT as of Q1 2026.

  • SHP Wealth Management reported no remaining iShares Convertible Bond ETF position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 52 iShares Convertible Bond ETF shares in Q1 2026, an estimated $5.12K.
  • SHP Wealth Management first reported a position in iShares Convertible Bond ETF in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management's iShares Convertible Bond ETF position peaked at $5.12K in Q4 2025.
  • 403 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.