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Synovus Financial’s iShares Convertible Bond ETF ICVT Stock Holding History

Synovus Financial’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
2024
Q4 		– Sell
-2,680
Closed -$224K – 896
2024
Q3 		$224K Buy
+2,680
New +$215K ﹤0.01% 851
2020
Q2 		– Sell
-250
Closed -$14K – 1832
2020
Q1 		$14K Buy
+250
New +$15.5K ﹤0.01% 1472

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Synovus Financial's ICVT Position: Q4 2024 in Review

Synovus Financial sold out of iShares Convertible Bond ETF (ICVT) in Q4 2024, closing a stake of 2,680 shares — an estimated $224K sold.

Synovus Financial first reported a position in ICVT in Q1 2020 and held it in 2 quarters. The position peaked at $224K in Q3 2024. 347 funds tracked by Wall St. Rank hold ICVT as of Q4 2024.

  • Synovus Financial reported no remaining iShares Convertible Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Synovus Financial sold 2,680 iShares Convertible Bond ETF shares in Q4 2024, an estimated $224K.
  • Synovus Financial first reported a position in iShares Convertible Bond ETF in Q1 2020 and held it in 2 quarters.
  • Synovus Financial's iShares Convertible Bond ETF position peaked at $224K in Q3 2024.
  • 347 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q4 2024.

Based on Synovus Financial's 13F filing for Q4 2024, filed 13 Feb 2025.