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

Strategic Wealth Partners’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 		$4.68K Hold
46
– – ﹤0.01% 1045
2025
Q4 		$4.53K Sell
46
-704
-94% -$70.8K ﹤0.01% 1069
2025
Q3 		$75K Buy
750
+723
+2,678% +$68K 0.01% 485
2025
Q2 		$2.43K Buy
+27
New +$2.31K ﹤0.01% 991

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 $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $4.61B AUM 19.2% 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

Strategic Wealth Partners's ICVT Position: Q1 2026 in Review

Strategic Wealth Partners held its iShares Convertible Bond ETF (ICVT) position steady in Q1 2026 at 46 shares worth $4.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Strategic Wealth Partners first reported a position in ICVT in Q2 2025 and has held it in 4 quarters since. The position peaked at $75K in Q3 2025. 402 funds tracked by Wall St. Rank hold ICVT as of Q1 2026.

  • Strategic Wealth Partners held 46 shares of iShares Convertible Bond ETF worth $4.68K as of Q1 2026.
  • Strategic Wealth Partners left its iShares Convertible Bond ETF share count unchanged in Q1 2026.
  • iShares Convertible Bond ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1045 holding.
  • Strategic Wealth Partners first reported a position in iShares Convertible Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's iShares Convertible Bond ETF position peaked at $75K in Q3 2025.
  • 402 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.