Planning Strategies Inc.’s iShares Convertible Bond ETF ICVT Stock Holding History

Planning Strategies Inc.’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	$21.5K	Buy	+177	New	+$20.5K	0.01%	238

Other funds holding ICVT

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

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

TME Financial Huntington Beach, California $162M AUM 16.23% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Planning Strategies Inc.'s ICVT Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares Convertible Bond ETF (ICVT) in Q2 2026: 177 shares worth $21.5K. The stake represents 0.01% of the portfolio and ranks #238 among its holdings.

165 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

Planning Strategies Inc. held 177 shares of iShares Convertible Bond ETF worth $21.5K as of Q2 2026.
iShares Convertible Bond ETF was a new Planning Strategies Inc. position in Q2 2026.
iShares Convertible Bond ETF made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #238 holding.
165 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.