Strategic Wealth Investment Group’s iShares Convertible Bond ETF ICVT Stock Holding History

Strategic Wealth Investment 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
2023 Q4	$440K	Buy	+5,605	New	+$415K	0.07%	89

Other funds holding ICVT

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

ANTB

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

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

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

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

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

Strategic Wealth Investment Group's ICVT Position: Q4 2023 in Review

Strategic Wealth Investment Group opened a new position in iShares Convertible Bond ETF (ICVT) in Q4 2023: 5,605 shares worth $440K. The stake represents 0.07% of the portfolio and ranks #89 among its holdings.

231 funds tracked by Wall St. Rank hold ICVT as of Q4 2023.

Strategic Wealth Investment Group held 5,605 shares of iShares Convertible Bond ETF worth $440K as of Q4 2023.
iShares Convertible Bond ETF was a new Strategic Wealth Investment Group position in Q4 2023.
iShares Convertible Bond ETF made up 0.07% of Strategic Wealth Investment Group's portfolio in Q4 2023, its #89 holding.
231 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q4 2023.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2023, filed 16 Jan 2024.