Cornerstone Planning Group LLC ICVT Holdings History
Cornerstone Planning Group LLC's iShares Convertible Bond ETF Holding Summary
As of 2025-03-31, Cornerstone Planning Group LLC held 164,936.00 shares of iShares Convertible Bond ETF(ICVT), totaling $13.69 Mil. This investment constitutes 3.28% of their stock portfolio, and Cornerstone Planning Group LLC now holds 0.59% of the outstanding iShares Convertible Bond ETF(ICVT) stock.
The initial trade took place in 2022Q4. And since then Cornerstone Planning Group LLC has made 8 purchases of ICVT, at an average price of $72.58, for a total of 164,936.00 shares. Based on historical transaction data and ICVT's current price of $92.65, Cornerstone Planning Group LLC's estimated gain on his ICVT holdings is $3.31 Mil, reflecting a 27.65% gain to date.
Cornerstone Planning Group LLC ICVT ($92.65) Holding Chart
Cornerstone Planning Group LLC ICVT ($92.65) 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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