SWP Financial LLC Trims Stock Position in iShares Convertible Bond ETF $ICVT

SWP Financial LLC lessened its position in shares of iShares Convertible Bond ETF (BATS:ICVTFree Report) by 43.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 10,165 shares of the company’s stock after selling 7,893 shares during the period. SWP Financial LLC’s holdings in iShares Convertible Bond ETF were worth $1,035,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently bought and sold shares of ICVT. Webster Bank N. A. increased its holdings in shares of iShares Convertible Bond ETF by 1,320.9% in the first quarter. Webster Bank N. A. now owns 6,039 shares of the company’s stock worth $615,000 after purchasing an additional 5,614 shares during the period. Ocean Park Asset Management LLC bought a new stake in iShares Convertible Bond ETF during the first quarter valued at $42,772,000. Balboa Wealth Partners bought a new stake in iShares Convertible Bond ETF during the first quarter valued at $347,000. Rockefeller Capital Management L.P. grew its position in iShares Convertible Bond ETF by 118.0% during the fourth quarter. Rockefeller Capital Management L.P. now owns 10,089 shares of the company’s stock worth $994,000 after buying an additional 5,460 shares in the last quarter. Finally, Lane Brothers & Co. Inc. purchased a new position in iShares Convertible Bond ETF during the fourth quarter worth about $523,000.

iShares Convertible Bond ETF Stock Performance

Shares of BATS ICVT opened at $124.27 on Tuesday. The stock’s 50-day simple moving average is $116.90 and its two-hundred day simple moving average is $107.65. iShares Convertible Bond ETF has a twelve month low of $87.43 and a twelve month high of $126.56.

iShares Convertible Bond ETF Company Profile

(Free Report)

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.

See Also

Institutional Ownership by Quarter for iShares Convertible Bond ETF (BATS:ICVT)

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