iShares Convertible Bond ETF $ICVT Shares Sold by Sharkey Howes & Javer

Sharkey Howes & Javer lowered its stake in iShares Convertible Bond ETF (BATS:ICVT) by 98.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,338 shares of the company’s stock after selling 141,763 shares during the period. Sharkey Howes & Javer’s holdings in iShares Convertible Bond ETF were worth $264,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also modified their holdings of the company. Quartz Partners LLC raised its position in shares of iShares Convertible Bond ETF by 0.6% during the 1st quarter. Quartz Partners LLC now owns 20,502 shares of the company’s stock worth $2,087,000 after acquiring an additional 120 shares in the last quarter. Security Financial Services INC. raised its holdings in shares of iShares Convertible Bond ETF by 2.3% in the first quarter. Security Financial Services INC. now owns 5,470 shares of the company’s stock valued at $557,000 after buying an additional 123 shares during the last quarter. Range Financial Group LLC lifted its position in iShares Convertible Bond ETF by 2.7% during the 3rd quarter. Range Financial Group LLC now owns 6,080 shares of the company’s stock worth $687,000 after acquiring an additional 161 shares during the period. Capital Wealth Management LLC lifted its holdings in shares of iShares Convertible Bond ETF by 0.3% during the second quarter. Capital Wealth Management LLC now owns 52,556 shares of the company’s stock worth $6,398,000 after purchasing an additional 165 shares during the period. Finally, McNaughton Wealth Management LLC lifted its stake in shares of iShares Convertible Bond ETF by 7.8% in the 3rd quarter. McNaughton Wealth Management LLC now owns 2,562 shares of the company’s stock worth $289,000 after acquiring an additional 186 shares during the period.

iShares Convertible Bond ETF Stock Performance

Shares of BATS:ICVT opened at $105.03 on Friday. The company has a 50-day moving average price of $112.98 and a 200 day moving average price of $115.11. iShares Convertible Bond ETF has a 52 week low of $94.41 and a 52 week high of $126.56.

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. ICVT was launched on Jun 2, 2015 and is managed by BlackRock.