Triad Wealth Partners, LLC Ishares Tr Convertible Bond Et Transaction History

Triad Wealth Partners, LLC

  • $775 Billion
  • Q3 2025

A detailed history of Triad Wealth Partners, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 2,300 shares of ICVT stock, worth $225,630. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,300
Previous 14,065 83.65%
Holding current value
$225,630
Previous $1.27 Billion 81.84%
% of portfolio
0.03%
Previous 0.26%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
$89.29 - $100.17 $1.05 Million - $1.18 Million
-11,765 Reduced 83.65%
2,300 $230 Million
Q2 2025

Jul 21, 2025
SELL
$78.98 - $90.1 $320,026 - $365,085
-4,052 Reduced 22.37%
14,065 $1.27 Billion
Q1 2025

May 14, 2025
BUY
$83.18 - $89.27 $312,091 - $334,941
3,752 Added 26.12%
18,117 $1.51 Billion
Q4 2024

Feb 06, 2025
BUY
$83.09 - $89.28 $1.19 Million - $1.28 Million
14,365 New
14,365 $1.22 Billion
Q2 2024

Jul 18, 2024
BUY
$76.13 - $79.59 $22,534 - $23,558
296 New
296 $23.3 Million

Others Institutions Holding ICVT

# of Institutions
393
Shares Held
18.4M
Call Options Held
4.3K
Put Options Held
3.7K
View Full List

About ISHARES TR CONVERTIBLE BOND ET

ICVT Quotes by TradingView
  • Ticker ICVT
  • Sector ETFs
  • Industry ETFs
More about ICVT
Track This Portfolio

Track Triad Wealth Partners, LLC Portfolio

Follow Triad Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Triad Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email