iShares Convertible Bond ETF (BATS:ICVT) Shares Purchased by TSA Wealth Managment LLC

TSA Wealth Managment LLC lifted its stake in iShares Convertible Bond ETF (BATS:ICVT) by 1.8% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 25,024 shares of the company’s stock after acquiring an additional 442 shares during the quarter. iShares Convertible Bond ETF accounts for 0.8% of TSA Wealth Managment LLC’s investment portfolio, making the stock its 24th largest position. TSA Wealth Managment LLC’s holdings in iShares Convertible Bond ETF were worth $2,092,000 as of its most recent filing with the SEC.

Several other large investors have also recently made changes to their positions in ICVT. First Horizon Advisors Inc. increased its position in shares of iShares Convertible Bond ETF by 49.2% during the fourth quarter. First Horizon Advisors Inc. now owns 2,290 shares of the company’s stock worth $195,000 after acquiring an additional 755 shares during the period. Bank of New York Mellon Corp increased its position in shares of iShares Convertible Bond ETF by 48.9% during the fourth quarter. Bank of New York Mellon Corp now owns 65,496 shares of the company’s stock worth $5,565,000 after acquiring an additional 21,511 shares during the period. New York Life Investment Management LLC increased its position in shares of iShares Convertible Bond ETF by 3.1% during the fourth quarter. New York Life Investment Management LLC now owns 492,630 shares of the company’s stock worth $41,859,000 after acquiring an additional 14,762 shares during the period. Private Trust Co. NA increased its position in shares of iShares Convertible Bond ETF by 8.6% during the fourth quarter. Private Trust Co. NA now owns 3,234 shares of the company’s stock worth $275,000 after acquiring an additional 256 shares during the period. Finally, Dynasty Wealth Management LLC purchased a new stake in shares of iShares Convertible Bond ETF during the fourth quarter worth $1,400,000.

iShares Convertible Bond ETF Price Performance

BATS:ICVT opened at $89.08 on Thursday. The business’s fifty day moving average price is $86.53 and its 200 day moving average price is $85.97. iShares Convertible Bond ETF has a 12 month low of $75.97 and a 12 month high of $89.71.

iShares Convertible Bond ETF 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.