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Axxcess Wealth Management LLC Has $1.95 Million Stock Holdings in iShares Convertible Bond ETF (BATS:ICVT)

Axxcess Wealth Management LLC decreased its position in iShares Convertible Bond ETF (BATS:ICVT – Free Report) by 15.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 24,842 shares of the company’s stock after selling 4,374 shares during the quarter. Axxcess Wealth […] ....

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Axxcess Wealth Management LLC Decreases Holdings in iShares Convertible Bond ETF (BATS:ICVT)

Axxcess Wealth Management LLC lessened its stake in shares of iShares Convertible Bond ETF (BATS:ICVT – Free Report) by 15.0% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 24,842 shares of the company’s stock after selling 4,374 shares during the quarter. Axxcess Wealth Management LLC’s holdings in iShares Convertible Bond ETF were worth […] ....

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Robertson Stephens Wealth Management LLC Has $280,000 Stake in iShares Convertible Bond ETF (BATS:ICVT)

Robertson Stephens Wealth Management LLC lowered its position in iShares Convertible Bond ETF (BATS:ICVT – Free Report) by 8.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 3,562 shares of the company’s stock after selling 310 shares during the period. Robertson Stephens Wealth Management LLC’s […] ....

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New York Life Investment Management LLC Increases Position in iShares Convertible Bond ETF (BATS:ICVT)

New York Life Investment Management LLC lifted its holdings in iShares Convertible Bond ETF (BATS:ICVT – Free Report) by 11.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 348,445 shares of the company’s stock after purchasing an additional 35,665 […] ....

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Harbor Investment Advisory LLC Grows Holdings in iShares Convertible Bond ETF (BATS:ICVT)

Harbor Investment Advisory LLC grew its stake in iShares Convertible Bond ETF (BATS:ICVT – Free Report) by 10.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,984 shares of the company’s stock after buying an additional 184 shares […] ....

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