Urban Wealth Management’s iShares Convertible Bond ETF ICVT Stock Holding History

Urban Wealth Management’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
2022 Q2	$6K	Buy	+85	New	+$6.37K	0.02%	232

Other funds holding ICVT

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Urban Wealth Management's ICVT Position: Q2 2022 in Review

Urban Wealth Management opened a new position in iShares Convertible Bond ETF (ICVT) in Q2 2022: 85 shares worth $6K. The stake represents 0.02% of the portfolio and ranks #232 among its holdings.

283 funds tracked by Wall St. Rank hold ICVT as of Q2 2022.

Urban Wealth Management held 85 shares of iShares Convertible Bond ETF worth $6K as of Q2 2022.
iShares Convertible Bond ETF was a new Urban Wealth Management position in Q2 2022.
iShares Convertible Bond ETF made up 0.02% of Urban Wealth Management's portfolio in Q2 2022, its #232 holding.
283 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.