Cobblestone Asset Management LLC acquired a new position in iShares Convertible Bond ETF (BATS:ICVT – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 2,808 shares of the company’s stock, valued at approximately $239,000.
Other institutional investors have also modified their holdings of the company. Icon Wealth Advisors LLC lifted its position in shares of iShares Convertible Bond ETF by 4.9% during the 3rd quarter. Icon Wealth Advisors LLC now owns 3,048 shares of the company’s stock valued at $255,000 after acquiring an additional 142 shares during the last quarter. Braun Bostich & Associates Inc. increased its stake in iShares Convertible Bond ETF by 3.8% in the 3rd quarter. Braun Bostich & Associates Inc. now owns 4,198 shares of the company’s stock worth $351,000 after purchasing an additional 155 shares in the last quarter. LGT Financial Advisors LLC raised its holdings in iShares Convertible Bond ETF by 45.3% during the 3rd quarter. LGT Financial Advisors LLC now owns 526 shares of the company’s stock worth $44,000 after buying an additional 164 shares during the period. Capital Wealth Management LLC lifted its stake in iShares Convertible Bond ETF by 0.4% during the third quarter. Capital Wealth Management LLC now owns 40,021 shares of the company’s stock valued at $3,349,000 after buying an additional 171 shares in the last quarter. Finally, Richard W. Paul & Associates LLC boosted its holdings in shares of iShares Convertible Bond ETF by 1.7% in the third quarter. Richard W. Paul & Associates LLC now owns 10,511 shares of the company’s stock worth $879,000 after buying an additional 175 shares during the period.
iShares Convertible Bond ETF Stock Performance
ICVT stock opened at $87.81 on Monday. iShares Convertible Bond ETF has a 52-week low of $50.43 and a 52-week high of $58.18. The company’s 50 day simple moving average is $87.19 and its 200-day simple moving average is $83.83.
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.
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