One Wealth Advisors LLC Has $439,000 Stock Holdings in iShares Convertible Bond ETF (BATS:ICVT)

One Wealth Advisors LLC increased its holdings in shares of iShares Convertible Bond ETF (BATS:ICVT) by 25.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,167 shares of the company’s stock after purchasing an additional 1,034 shares during the period. One Wealth Advisors LLC’s holdings in iShares Convertible Bond ETF were worth $439,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in the business. PSI Advisors LLC acquired a new stake in shares of iShares Convertible Bond ETF during the 4th quarter worth approximately $29,000. Spire Wealth Management grew its holdings in iShares Convertible Bond ETF by 56.9% in the fourth quarter. Spire Wealth Management now owns 452 shares of the company’s stock worth $38,000 after purchasing an additional 164 shares during the period. LGT Financial Advisors LLC increased its stake in iShares Convertible Bond ETF by 45.3% in the third quarter. LGT Financial Advisors LLC now owns 526 shares of the company’s stock valued at $44,000 after purchasing an additional 164 shares in the last quarter. Endeavor Private Wealth Inc. bought a new stake in iShares Convertible Bond ETF in the fourth quarter valued at $45,000. Finally, First Horizon Advisors Inc. raised its holdings in shares of iShares Convertible Bond ETF by 25.7% during the third quarter. First Horizon Advisors Inc. now owns 1,535 shares of the company’s stock valued at $129,000 after purchasing an additional 314 shares during the period.

iShares Convertible Bond ETF Stock Performance

Shares of ICVT opened at $87.77 on Monday. iShares Convertible Bond ETF has a one year low of $50.43 and a one year high of $58.18. The stock has a 50-day moving average of $87.19 and a 200-day moving average of $84.09.

iShares Convertible Bond ETF Cuts Dividend

The company also recently disclosed a dividend, which will be paid on Thursday, February 6th. Shareholders of record on Monday, February 3rd will be paid a $0.1406 dividend. The ex-dividend date is Monday, February 3rd.

iShares Convertible Bond ETF Company Profile

The iShares Convertible Bond ETF (ICVT) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund tracks an index of USD-denominated convertible bonds weighted by market value. The index contains only cash-pay convertibles and excludes mandatory and preferred convertibles.