Want to track ICVT and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
iShares Convertible Bond ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Candice Gilman Sofi Wealth LLC | 14,733 | $1.5M | $1.56M | $63,793.89 | 4.25% |
 Amanda Hawley Atria Wealth Solutions Inc. | 13,386 | $1.1M | $1.44M | $334,882.02 | 30.35% |
 Eric Dahm Range Financial Group LLC | 5,919 | $586,334.17 | $627,058.86 | $40,724.69 | 6.95% |
 Jeffrey Gilbert Balboa Wealth Partners | 2,742 | $279,108.18 | $288,705.18 | $9,597 | 3.44% |
 Rodrigo Diaz Plan Group Financial LLC | 62,812 | $5.92M | $6.64M | $712,281.22 | 12.02% |
 Rachel Faulk Cape Investment Advisory Inc. | 709 | $84,930.81 | $76,189.14 | -$8,741.67 | -10.29% |
 Mariana Coli Dunhill Financial LLC | 852 | $64,011.71 | $91,555.92 | $27,544.21 | 43.03% |
 Jill Grimes Centurion Wealth Management LLC | 3,266 | $266,015.17 | $345,036.57 | $79,021.4 | 29.71% |
 Stephen Cheifetz Kades & Cheifetz LLC | 63,096 | $4.44M | $6.77M | $2.33M | 52.41% |
 Erik Brenner Hilltop Partners LLC | 109,390 | $9.57M | $11.63M | $2.06M | 21.5% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 8,555 | $898,863.15 | $906,060.05 | $7,196.9 | 0.8% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,191 | $119,285.15 | $124,768.21 | $5,483.06 | 4.6% |
 Stephen Smith Kestra Investment Management LLC | 8,049 | $874,564.16 | $846,473.08 | -$28,091.08 | -3.21% |
 Crystal McKeon TSA Wealth Managment LLC | 9,941 | $904,779.06 | $1.07M | $163,281.98 | 18.05% |
 Bepin Serraj Richard W. Paul & Associates LLC | 13 | $1,278.19 | $1,372.73 | $94.54 | 7.4% |
 Walter J. West Milestone Asset Management LLC | 25,997 | $3.16M | $2.79M | -$371,253.02 | -11.73% |
 Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 5,675 | $571,764.52 | $598,003.12 | $26,238.6 | 4.59% |
 Paul B. Ordonio Park Place Capital Corp. | 29 | $2,739.69 | $3,093.28 | $353.59 | 12.91% |
| SM Sarah Moore BOS Asset Management LLC | 2,262 | $210,297.84 | $240,156.54 | $29,858.7 | 14.2% |
 Sean O'Reilly Ffg Retirement Advisors LLC | 12,544 | $1.26M | $1.32M | $62,343.74 | 4.97% |
2026 © Marketlog. All Rights Reserved.
