We are live on ! Find out more
ICVT icon

iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
151
Barclays
United Kingdom
$44K
SFSIG
152
San Francisco Sentry Investment Group
California
$42K
TCOV
153
Trust Company of Vermont
Vermont
$41K +$42.7K +417 New
AWA
154
Arkadios Wealth Advisors
Georgia
$39K +$30.7K +300 +300%
ASBI
155
American State Bank (Iowa)
Iowa
$34.4K
SWM
156
Spire Wealth Management
Virginia
$29K +$30.6K +299 New
GI
157
Gradient Investments
Minnesota
$28K -$273K -2,662 -90%
WAP
158
Wealthcare Advisory Partners
Pennsylvania
$26K +$27.4K +267 New
PCG
159
Private Capital Group
Connecticut
$17K
GTAM
160
Global Trust Asset Management
Florida
$10K
RG
161
Retirement Group
California
$8K +$102 +1 +1%
MCC
162
Money Concepts Capital
Florida
$5K -$51.8K -506 -91%
HNB
163
Huntington National Bank
Ohio
$5K
VNA
164
Valley National Advisers
Pennsylvania
$5K
MA
165
Montag & Associates
Georgia
$1K +$1.02K +10 New
FI
166
FormulaFolio Investments
Michigan
-$117M -1,216,469 Closed
SS
167
Simplicity Solutions
Minnesota
-$33.3M -344,838 Closed
SRA
168
Summit Rock Advisors
New York
-$16.6M -172,253 Closed
TC
169
Trilogy Capital
California
-$10.7M -110,719 Closed
FS
170
Ferguson Shapiro
Georgia
-$10.7M -110,379 Closed
RWA
171
Redhawk Wealth Advisors
Minnesota
-$5.01M -51,904 Closed
CI
172
Cavalier Investments
Georgia
-$4.18M -43,325 Closed
SIA
173
SkyView Investment Advisors
New Jersey
-$2.95M -30,556 Closed
CBFP
174
Cedar Brook Financial Partners
Ohio
-$792K -8,207 Closed
LTI
175
Laffer Tengler Investments
Tennessee
-$728K -7,509 Closed