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Vantage Financial Partners (Wisconsin)’s iShares Convertible Bond ETF ICVT Stock Holding History

Vantage Financial Partners (Wisconsin)’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
Q1 		– Sell
-26,414
Closed -$2.36M – 67
2021
Q4 		$2.36M Buy
+26,414
New +$2.57M 0.92% 16

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PPFA
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AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s ICVT Position: Q1 2022 in Review

Vantage Financial Partners (Wisconsin) sold out of iShares Convertible Bond ETF (ICVT) in Q1 2022, closing a stake of 26,414 shares — an estimated $2.36M sold.

Vantage Financial Partners (Wisconsin) first reported a position in ICVT in Q4 2021 and held it in 1 quarter. The position peaked at $2.36M in Q4 2021. 248 funds tracked by Wall St. Rank hold ICVT as of Q1 2022.

  • Vantage Financial Partners (Wisconsin) reported no remaining iShares Convertible Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Vantage Financial Partners (Wisconsin) sold 26,414 iShares Convertible Bond ETF shares in Q1 2022, an estimated $2.36M.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares Convertible Bond ETF in Q4 2021 and held it in 1 quarter.
  • Vantage Financial Partners (Wisconsin)'s iShares Convertible Bond ETF position peaked at $2.36M in Q4 2021.
  • 248 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q1 2022.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q1 2022, filed 16 May 2022.