Wealthfront Advisers’s iShares Convertible Bond ETF ICVT Stock Holding History

Wealthfront Advisers’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	$496K	Buy	4,076 +83	+2%	+$9.62K	﹤0.01%	866
2026 Q1	$406K	Buy	3,993 +368	+10%	+$38.1K	﹤0.01%	878
2025 Q4	$357K	Sell	3,625 -2,304	-39%	-$232K	﹤0.01%	889
2025 Q3	$593K	Buy	5,929 +1,013	+21%	+$95.2K	﹤0.01%	788
2025 Q2	$443K	Buy	4,916 +406	+9%	+$34.8K	﹤0.01%	819
2025 Q1	$377K	Sell	4,510 -84	-2%	-$7.25K	﹤0.01%	820
2024 Q4	$390K	Buy	4,594 +263	+6%	+$22.6K	﹤0.01%	805
2024 Q3	$362K	Sell	4,331 -524	-11%	-$42.1K	﹤0.01%	811
2024 Q2	$382K	Buy	4,855 +850	+21%	+$66.4K	﹤0.01%	775
2024 Q1	$320K	Buy	4,005 +242	+6%	+$18.9K	﹤0.01%	792
2023 Q4	$296K	Buy	+3,763	New	+$279K	﹤0.01%	794

Other funds holding ICVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

ANTB

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

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers's ICVT Position: Q2 2026 in Review

Wealthfront Advisers increased its iShares Convertible Bond ETF (ICVT) stake by 2.1% in Q2 2026, buying an estimated $9.62K and bringing the position to 4,076 shares worth $496K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Wealthfront Advisers first reported a position in ICVT in Q4 2023 and has held it in 11 quarters since. The position peaked at $593K in Q3 2025. 402 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

Wealthfront Advisers held 4,076 shares of iShares Convertible Bond ETF worth $496K as of Q2 2026.
Wealthfront Advisers bought 83 iShares Convertible Bond ETF shares in Q2 2026, an estimated $9.62K.
iShares Convertible Bond ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #866 holding.
Wealthfront Advisers first reported a position in iShares Convertible Bond ETF in Q4 2023 and has held it in 11 quarters since.
Wealthfront Advisers's iShares Convertible Bond ETF position peaked at $593K in Q3 2025.
402 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.