Certified Advisory Corp boosted its position in shares of iShares Convertible Bond ETF (BATS:ICVT – Free Report) by 2.5% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 179,873 shares of the company’s stock after purchasing an additional 4,322 shares during the period. iShares Convertible Bond ETF makes up 1.6% of Certified Advisory Corp’s holdings, making the stock its 13th biggest holding. Certified Advisory Corp’s holdings in iShares Convertible Bond ETF were worth $18,309,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds also recently bought and sold shares of ICVT. Cassilly Financial Group LLC acquired a new position in iShares Convertible Bond ETF in the fourth quarter valued at approximately $824,000. Arete Wealth Advisors LLC grew its position in iShares Convertible Bond ETF by 328.4% in the third quarter. Arete Wealth Advisors LLC now owns 10,497 shares of the company’s stock worth $1,051,000 after acquiring an additional 8,047 shares during the period. Ascent Group LLC increased its stake in iShares Convertible Bond ETF by 25.8% during the fourth quarter. Ascent Group LLC now owns 30,816 shares of the company’s stock worth $3,035,000 after acquiring an additional 6,314 shares during the last quarter. Planwiser Financial LLC increased its stake in iShares Convertible Bond ETF by 58.8% during the third quarter. Planwiser Financial LLC now owns 39,749 shares of the company’s stock worth $4,119,000 after acquiring an additional 14,717 shares during the last quarter. Finally, BlueStem Wealth Partners LLC raised its position in iShares Convertible Bond ETF by 11.5% in the third quarter. BlueStem Wealth Partners LLC now owns 137,357 shares of the company’s stock valued at $13,743,000 after purchasing an additional 14,171 shares during the period.
iShares Convertible Bond ETF Stock Performance
BATS:ICVT opened at $121.85 on Wednesday. iShares Convertible Bond ETF has a 52 week low of $88.66 and a 52 week high of $126.56. The stock’s fifty day moving average is $117.19 and its two-hundred day moving average is $107.80.
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. ICVT was launched on Jun 2, 2015 and is managed by BlackRock.
Further Reading
- Five stocks we like better than iShares Convertible Bond ETF
- Oracle’s Sell-Off Looks More Like a Mispricing Than a Warning
- Apple’s Intel Deal Arrives at the Right Time for Its Stock
- Liquid Gold: The AI Cooling Retrofit Trade
- 3 Dividend Stocks Under $30 to Anchor Your Portfolio
Want to see what other hedge funds are holding ICVT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Convertible Bond ETF (BATS:ICVT – Free Report).
Receive News & Ratings for iShares Convertible Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Convertible Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.
