We are live on ! Find out more
ICVT icon

iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWP
226
WR Wealth Planners
Missouri
$15.7K +$15.7K +189 New
RCM
227
Raleigh Capital Management
North Carolina
$14K +$13.4K +162 New
CIAS
228
Capital Investment Advisory Services
North Carolina
$13K +$7.29K +88 +131%
PNC Financial Services Group
229
PNC Financial Services Group
Pennsylvania
$11K +$11.2K +135 New
BWM
230
Baystate Wealth Management
Massachusetts
$11K +$11.3K +136 New
GTAM
231
Global Trust Asset Management
Florida
$9K
GI
232
Gradient Investments
Minnesota
$9K
OLVIG
233
Oliver Lagore Vanvalin Investment Group
Michigan
$6K +$5.55K +67 New
CWP
234
Concord Wealth Partners
Virginia
$6K +$5.8K +70 New
EWA
235
EverSource Wealth Advisors
Alabama
$5K +$4.56K +55 New
HWMA
236
Heritage Wealth Management (Arizona)
Arizona
$5K +$4.81K +58 New
SAM
237
Strategic Asset Management
Minnesota
$5K +$5.3K +64 New
AIP
238
Ahrens Investment Partners
Louisiana
$4K
TWM
239
Tradition Wealth Management
Minnesota
$3K +$3.07K +37 New
CIAS
240
CFS Investment Advisory Services
New Jersey
$3K +$23.7M +285,779 +9,246%
FMP
241
Financial Management Professionals
Texas
$2K
PA
242
Parallel Advisors
California
$2K +$2.24K +27 New
FGAM
243
Financial Gravity Asset Management
Texas
$1.37K -$621K -7,491 -31%
TAM
244
Tucker Asset Management
Colorado
$1.08K +$1.08K +13 New
GWM
245
Geneos Wealth Management
Colorado
$1K -$15.4K -186 -93%
MA
246
Montag & Associates
Georgia
$1K
MHR
247
Matthew Hamilton Rosenberg
$1K +$580 +7 New
TFA
248
Transamerica Financial Advisors
Florida
$1K +$829 +10 New
Allianz Asset Management
249
Allianz Asset Management
Germany
-$32.1M -358,645 Closed
TCM
250
Tradewinds Capital Management
Washington
-$7.79M -87,373 Closed