CreativeOne Wealth LLC Boosts Holdings in iShares Convertible Bond ETF (BATS:ICVT)

CreativeOne Wealth LLC increased its holdings in iShares Convertible Bond ETF (BATS:ICVT) by 149.9% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 43,347 shares of the company’s stock after buying an additional 26,002 shares during the quarter. CreativeOne Wealth LLC owned 0.18% of iShares Convertible Bond ETF worth $3,627,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Stokes Family Office LLC boosted its holdings in shares of iShares Convertible Bond ETF by 3.8% in the second quarter. Stokes Family Office LLC now owns 3,808 shares of the company’s stock worth $299,000 after buying an additional 141 shares during the last quarter. Austin Private Wealth LLC lifted its holdings in iShares Convertible Bond ETF by 2.7% during the second quarter. Austin Private Wealth LLC now owns 5,693 shares of the company’s stock valued at $448,000 after purchasing an additional 152 shares in the last quarter. Horst & Graben Wealth Management LLC lifted its holdings in iShares Convertible Bond ETF by 1.3% during the second quarter. Horst & Graben Wealth Management LLC now owns 11,977 shares of the company’s stock valued at $942,000 after purchasing an additional 153 shares in the last quarter. Braun Bostich & Associates Inc. lifted its holdings in iShares Convertible Bond ETF by 3.8% during the third quarter. Braun Bostich & Associates Inc. now owns 4,198 shares of the company’s stock valued at $351,000 after purchasing an additional 155 shares in the last quarter. Finally, LGT Financial Advisors LLC lifted its holdings in iShares Convertible Bond ETF by 45.3% during the third quarter. LGT Financial Advisors LLC now owns 526 shares of the company’s stock valued at $44,000 after purchasing an additional 164 shares in the last quarter.

iShares Convertible Bond ETF Stock Up 0.5 %

Shares of BATS:ICVT opened at $89.07 on Thursday. iShares Convertible Bond ETF has a 1-year low of $50.43 and a 1-year high of $58.18. The firm’s 50 day simple moving average is $84.76 and its two-hundred day simple moving average is $81.25.

iShares Convertible Bond ETF Cuts Dividend

The company also recently declared a dividend, which was paid on Friday, September 6th. Shareholders of record on Tuesday, September 3rd were issued a dividend of $0.1528 per share. The ex-dividend date of this dividend was Tuesday, September 3rd.

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.