Wealthcare Advisory Partners’s iShares Convertible Bond ETF ICVT Stock Holding History

Wealthcare Advisory Partners’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	–	Sell	-2,631	Closed	-$259K	–	1108
2025 Q4	$259K	Buy	+2,631	New	+$264K	0.01%	933
2021 Q2	–	Sell	-267	Closed	-$26K	–	1150
2021 Q1	$26K	Buy	+267	New	+$27.4K	﹤0.01%	1105
2020 Q2	–	Sell	-170	Closed	-$9K	–	809
2020 Q1	$9K	Buy	+170	New	+$10.5K	﹤0.01%	948

Other funds holding ICVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Wealthcare Advisory Partners's ICVT Position: Q1 2026 in Review

Wealthcare Advisory Partners sold out of iShares Convertible Bond ETF (ICVT) in Q1 2026, closing a stake of 2,631 shares — an estimated $259K sold.

Wealthcare Advisory Partners first reported a position in ICVT in Q1 2020 and held it in 3 quarters. The position peaked at $259K in Q4 2025. 403 funds tracked by Wall St. Rank hold ICVT as of Q1 2026.

Wealthcare Advisory Partners reported no remaining iShares Convertible Bond ETF position as of Q1 2026 after selling out during the quarter.
Wealthcare Advisory Partners sold 2,631 iShares Convertible Bond ETF shares in Q1 2026, an estimated $259K.
Wealthcare Advisory Partners first reported a position in iShares Convertible Bond ETF in Q1 2020 and held it in 3 quarters.
Wealthcare Advisory Partners's iShares Convertible Bond ETF position peaked at $259K in Q4 2025.
403 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q1 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2026, filed 14 Apr 2026.