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Tempus Wealth Planning’s iShares Convertible Bond ETF ICVT Stock Holding History

Tempus Wealth Planning’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 		– Sell
-5,528
Closed -$563K – 292
2026
Q1 		$563K Buy
+5,528
New +$572K 0.13% 167
2025
Q4 		– Sell
-5,956
Closed -$596K – 282
2025
Q3 		$596K Buy
+5,956
New +$560K 0.14% 163

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

Tempus Wealth Planning's ICVT Position: Q2 2026 in Review

Tempus Wealth Planning sold out of iShares Convertible Bond ETF (ICVT) in Q2 2026, closing a stake of 5,528 shares — an estimated $563K sold.

Tempus Wealth Planning first reported a position in ICVT in Q3 2025 and held it in 2 quarters. The position peaked at $596K in Q3 2025. 404 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

  • Tempus Wealth Planning reported no remaining iShares Convertible Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Tempus Wealth Planning sold 5,528 iShares Convertible Bond ETF shares in Q2 2026, an estimated $563K.
  • Tempus Wealth Planning first reported a position in iShares Convertible Bond ETF in Q3 2025 and held it in 2 quarters.
  • Tempus Wealth Planning's iShares Convertible Bond ETF position peaked at $596K in Q3 2025.
  • 404 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.