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Steigerwald Gordon & Koch’s iShares Convertible Bond ETF ICVT Stock Holding History

Steigerwald Gordon & Koch’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 		$31K Hold
255
– – ﹤0.01% 375
2026
Q1 		$26K Hold
255
– – ﹤0.01% 382
2025
Q4 		$25.1K Hold
255
– – ﹤0.01% 418
2025
Q3 		$25.5K Buy
+255
New +$24K ﹤0.01% 394

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 22.9% 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

Steigerwald Gordon & Koch's ICVT Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its iShares Convertible Bond ETF (ICVT) position steady in Q2 2026 at 255 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Steigerwald Gordon & Koch first reported a position in ICVT in Q3 2025 and has held it in 4 quarters since. 404 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

  • Steigerwald Gordon & Koch held 255 shares of iShares Convertible Bond ETF worth $31K as of Q2 2026.
  • Steigerwald Gordon & Koch left its iShares Convertible Bond ETF share count unchanged in Q2 2026.
  • iShares Convertible Bond ETF made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #375 holding.
  • Steigerwald Gordon & Koch first reported a position in iShares Convertible Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.