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Twin Peaks Wealth Advisors’s iShares Convertible Bond ETF ICVT Stock Holding History

Twin Peaks Wealth Advisors’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 		$61.8K Buy
+607
New +$62.8K 0.02% 388
2025
Q3 		– Sell
-44
Closed -$4.09K – 1075
2025
Q2 		$4.09K Buy
+44
New +$3.77K ﹤0.01% 1393

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

Twin Peaks Wealth Advisors's ICVT Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in iShares Convertible Bond ETF (ICVT) in Q1 2026: 607 shares worth $61.8K. The stake represents 0.02% of the portfolio and ranks #388 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in ICVT as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in ICVT in Q2 2025 and has held it in 2 quarters since. 402 funds tracked by Wall St. Rank hold ICVT as of Q1 2026.

  • Twin Peaks Wealth Advisors held 607 shares of iShares Convertible Bond ETF worth $61.8K as of Q1 2026.
  • iShares Convertible Bond ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • iShares Convertible Bond ETF made up 0.02% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #388 holding.
  • Twin Peaks Wealth Advisors first reported a position in iShares Convertible Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 402 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.