WANY
ICVT icon

Wealthspire Advisors (New York)’s iShares Convertible Bond ETF ICVT Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-363
Closed -$36.3K – 1902
2025
Q3 		$36.3K Buy
+363
New +$34.1K ﹤0.01% 1369

Other funds holding ICVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $4.88B AUM 24.08% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (New York)'s ICVT Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares Convertible Bond ETF (ICVT) in Q4 2025, closing a stake of 363 shares — an estimated $36.3K sold.

Wealthspire Advisors (New York) first reported a position in ICVT in Q3 2025 and held it in 1 quarter. The position peaked at $36.3K in Q3 2025. 383 funds tracked by Wall St. Rank hold ICVT as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares Convertible Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 363 iShares Convertible Bond ETF shares in Q4 2025, an estimated $36.3K.
  • Wealthspire Advisors (New York) first reported a position in iShares Convertible Bond ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s iShares Convertible Bond ETF position peaked at $36.3K in Q3 2025.
  • 383 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.