iShares Convertible Bond ETF (ICVT)

Market Closed

16 Oct, 08:00 PM

BATS

105. 08

-2.38

-2.2148%

7.22B Market Cap

0.6% Div Yield

460,300 Volume

$ 107.46

Previous Close

Investors:

TJD

+114

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Day Range

104.76 107.17

Year Range

94.41 126.56

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iShares Convertible Bond ETF Investors

Name	Quantity	Cost	Value	Profit ($)	Gain (%)
PIA Panoramic Investment Advisors LLC Panoramic Investment Advisors LLC	4,264	$519,101	$453,689.6	-$65,411.4	-12.6%
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC	43,604	$4.89M	$4.68M	-$211,862.02	-4.33%
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC	126,255	$11.56M	$13.52M	$1.95M	16.87%
Courtney Holt Compound Planning, Inc.	4,028	$411,346.02	$429,868.16	$18,522.14	4.5%
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC	2,621	$266,758.03	$278,900.61	$12,142.58	4.55%
Christopher C. Powers Farther Finance Advisors, LLC	17,319	$1.62M	$1.85M	$222,057.43	13.68%
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc.	73,943	$7.16M	$7.94M	$780,337.65	10.9%
Kevin Bresler TD Waterhouse Canada Inc.	874	$97,291.76	$91,839.92	-$5,451.84	-5.6%
Courtney Haddad Concurrent Investment Advisors, LLC	3,323	$331,279.84	$349,180.84	$17,901	5.4%
Scott L. Comeau BCU Wealth Advisors, LLC	2,126	$180,113.24	$223,400.08	$43,286.84	24.03%
Amir Har-El Savvy Advisors, Inc.	51,407	$5.3M	$5.49M	$188,379.05	3.56%
United Advisor Group LLC United Advisor Group, LLC	9,804	$869,040.12	$1.03M	$161,801.46	18.62%
Brad Sayre Shared Vision Wealth Group LLC	3,076	$270,991.64	$330,307.95	$59,316.31	21.89%
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC.	10,311	$818,657.91	$1.1M	$278,432.49	34.01%
Joshua Stipcich Tidemark, LLC	19,263	$1.92M	$2.04M	$123,748.36	6.44%
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC.	696	$68,556.49	$73,869.96	$5,313.47	7.75%
JWM JPL Wealth Management LLC JPL Wealth Management, LLC	5,035	$589,958.76	$541,061.1	-$48,897.66	-8.29%
Focus Financial Network Inc. Focus Financial Network, Inc.	10,153	$1.06M	$1.06M	$3,979.46	0.38%
Leslie D. Thompson Spectrum Wealth Counsel, LLC	4,489	$366,831.52	$473,746.61	$106,915.09	29.15%
DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC	2,347	$234,817.32	$249,849.88	$15,032.56	6.4%

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