Advance Capital Management, Inc. ICVT Holdings History
Advance Capital Management, Inc.'s iShares Convertible Bond ETF Holding Summary
As of 2025-06-30, Advance Capital Management, Inc. held 109,099.00 shares of iShares Convertible Bond ETF(ICVT), totaling $9.83 Mil. This investment constitutes 0.45% of their stock portfolio, and Advance Capital Management, Inc. now holds 0.39% of the outstanding iShares Convertible Bond ETF(ICVT) stock.
The initial trade took place in 2025Q2. And since then Advance Capital Management, Inc. has made 1 purchases of ICVT, at an average price of $85.71, for a total of 109,099.00 shares. Based on historical transaction data and ICVT's current price of $90.81, Advance Capital Management, Inc.'s estimated gain on his ICVT holdings is $556,404.90, reflecting a 5.95% gain to date.
Advance Capital Management, Inc. ICVT ($90.81) Holding Chart
Advance Capital Management, Inc. ICVT ($90.81) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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