Perigon Wealth Management LLC lowered its stake in shares of iShares Convertible Bond ETF (BATS:ICVT – Free Report) by 30.6% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,246 shares of the company’s stock after selling 5,397 shares during the period. Perigon Wealth Management LLC’s holdings in iShares Convertible Bond ETF were worth $1,103,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other large investors also recently bought and sold shares of the company. Columbia River Financial Group LLC bought a new position in iShares Convertible Bond ETF during the first quarter valued at $29,000. Wealth Preservation Advisors LLC purchased a new stake in shares of iShares Convertible Bond ETF during the first quarter valued at $29,000. Cape Investment Advisory Inc. boosted its stake in shares of iShares Convertible Bond ETF by 171.0% during the first quarter. Cape Investment Advisory Inc. now owns 355 shares of the company’s stock valued at $30,000 after purchasing an additional 224 shares during the period. Anderson Financial Strategies LLC purchased a new stake in shares of iShares Convertible Bond ETF during the first quarter valued at $39,000. Finally, Abound Wealth Management purchased a new stake in shares of iShares Convertible Bond ETF during the first quarter valued at $42,000.
iShares Convertible Bond ETF Stock Up 16.1%
BATS:ICVT opened at $98.85 on Friday. The company has a 50-day moving average of $94.57 and a 200 day moving average of $89.07. iShares Convertible Bond ETF has a 1-year low of $75.97 and a 1-year high of $93.29.
About iShares Convertible Bond ETF
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.
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