Sharkey Howes & Javer increased its position in shares of iShares Convertible Bond ETF (BATS:ICVT – Free Report) by 44.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,624 shares of the company’s stock after purchasing an additional 1,719 shares during the quarter. Sharkey Howes & Javer’s holdings in iShares Convertible Bond ETF were worth $478,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Icon Wealth Advisors LLC lifted its holdings in shares of iShares Convertible Bond ETF by 4.9% during the third quarter. Icon Wealth Advisors LLC now owns 3,048 shares of the company’s stock worth $255,000 after purchasing an additional 142 shares during the period. LGT Financial Advisors LLC raised its position in iShares Convertible Bond ETF by 45.3% during the third quarter. LGT Financial Advisors LLC now owns 526 shares of the company’s stock valued at $44,000 after acquiring an additional 164 shares in the last quarter. Spire Wealth Management raised its position in iShares Convertible Bond ETF by 56.9% during the fourth quarter. Spire Wealth Management now owns 452 shares of the company’s stock valued at $38,000 after acquiring an additional 164 shares in the last quarter. Keystone Financial Services raised its position in iShares Convertible Bond ETF by 5.6% during the fourth quarter. Keystone Financial Services now owns 3,226 shares of the company’s stock valued at $274,000 after acquiring an additional 170 shares in the last quarter. Finally, Ridgewood Investments LLC raised its position in iShares Convertible Bond ETF by 3.6% during the fourth quarter. Ridgewood Investments LLC now owns 6,800 shares of the company’s stock valued at $578,000 after acquiring an additional 238 shares in the last quarter.
iShares Convertible Bond ETF Trading Up 1.4 %
Shares of ICVT stock opened at $86.35 on Friday. The stock has a 50 day moving average of $86.91 and a 200 day moving average of $85.19. iShares Convertible Bond ETF has a twelve month low of $50.43 and a twelve month high of $58.18.
iShares Convertible Bond ETF Increases Dividend
About iShares Convertible Bond ETF
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.
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