Tsfg LLC Has $346,000 Stock Holdings in iShares Convertible Bond ETF (BATS:ICVT)

Tsfg LLC increased its position in shares of iShares Convertible Bond ETF (BATS:ICVT) by 77.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 4,067 shares of the company’s stock after buying an additional 1,779 shares during the quarter. Tsfg LLC’s holdings in iShares Convertible Bond ETF were worth $346,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in ICVT. Bank of New York Mellon Corp lifted its stake in shares of iShares Convertible Bond ETF by 25.9% in the second quarter. Bank of New York Mellon Corp now owns 39,874 shares of the company’s stock valued at $3,135,000 after buying an additional 8,202 shares in the last quarter. LPL Financial LLC lifted its position in iShares Convertible Bond ETF by 8.4% in the 2nd quarter. LPL Financial LLC now owns 503,155 shares of the company’s stock valued at $39,563,000 after acquiring an additional 38,791 shares in the last quarter. Oppenheimer Asset Management Inc. lifted its position in iShares Convertible Bond ETF by 9.0% in the 2nd quarter. Oppenheimer Asset Management Inc. now owns 34,751 shares of the company’s stock valued at $2,732,000 after acquiring an additional 2,864 shares in the last quarter. Envestnet Asset Management Inc. boosted its stake in iShares Convertible Bond ETF by 14.5% during the 2nd quarter. Envestnet Asset Management Inc. now owns 1,094,735 shares of the company’s stock valued at $86,079,000 after purchasing an additional 138,493 shares during the last quarter. Finally, Perissos Private Wealth Management LLC increased its holdings in iShares Convertible Bond ETF by 33.3% during the 2nd quarter. Perissos Private Wealth Management LLC now owns 20,545 shares of the company’s stock worth $1,615,000 after purchasing an additional 5,128 shares in the last quarter.

iShares Convertible Bond ETF Stock Performance

ICVT stock opened at $84.61 on Tuesday. iShares Convertible Bond ETF has a twelve month low of $50.43 and a twelve month high of $58.18. The stock’s 50 day moving average is $87.06 and its 200-day moving average is $83.28.

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.