Stone House Investment Management’s iShares Convertible Bond ETF ICVT Stock Holding History

Stone House Investment 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 Q2	$28.3K	Sell	232 -2,339	-91%	-$271K	﹤0.01%	285
2026 Q1	$262K	Sell	2,571 -2,448	-49%	-$253K	0.05%	60
2025 Q4	$494K	Buy	5,019 +770	+18%	+$77.4K	0.08%	45
2025 Q3	$425K	Buy	4,249 +244	+6%	+$22.9K	0.07%	49
2025 Q2	$361K	Sell	4,005 -3,889	-49%	-$333K	0.07%	53
2025 Q1	$660K	Buy	7,894 +2,873	+57%	+$248K	0.13%	38
2024 Q4	$427K	Buy	5,021 +1,036	+26%	+$89.2K	0.11%	40
2024 Q3	$333K	Buy	3,985 +397	+11%	+$31.9K	0.07%	43
2024 Q2	$282K	Buy	3,588 +537	+18%	+$42K	0.07%	44
2024 Q1	$244K	Buy	+3,051	New	+$238K	0.06%	49
2023 Q1	–	Sell	-31,760	Closed	-$2.21M	–	312
2022 Q4	$2.21M	Sell	31,760 -864	-3%	-$60.8K	0.79%	21
2022 Q3	$2.25M	Sell	32,624 -1,291	-4%	-$93.5K	1.04%	18
2022 Q2	$2.35M	Buy	+33,915	New	+$2.54M	1.06%	18

Other funds holding ICVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Stone House Investment Management's ICVT Position: Q2 2026 in Review

Stone House Investment Management reduced its iShares Convertible Bond ETF (ICVT) stake by 91% in Q2 2026, selling an estimated $271K and leaving 232 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Stone House Investment Management first reported a position in ICVT in Q2 2022 and has held it in 13 quarters since. The position peaked at $2.35M in Q2 2022. 404 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

Stone House Investment Management held 232 shares of iShares Convertible Bond ETF worth $28.3K as of Q2 2026.
Stone House Investment Management sold 2,339 iShares Convertible Bond ETF shares in Q2 2026, an estimated $271K.
iShares Convertible Bond ETF made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #285 holding.
Stone House Investment Management first reported a position in iShares Convertible Bond ETF in Q2 2022 and has held it in 13 quarters since.
Stone House Investment Management's iShares Convertible Bond ETF position peaked at $2.35M in Q2 2022.
404 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.