Outlook Wealth Advisors LLC Has $966,000 Position in iShares Convertible Bond ETF (BATS:ICVT)

Outlook Wealth Advisors LLC cut its position in shares of iShares Convertible Bond ETF (BATS:ICVT) by 2.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 11,366 shares of the company’s stock after selling 259 shares during the quarter. Outlook Wealth Advisors LLC’s holdings in iShares Convertible Bond ETF were worth $966,000 at the end of the most recent reporting period.

Several other hedge funds have also recently made changes to their positions in ICVT. EverSource Wealth Advisors LLC increased its position in iShares Convertible Bond ETF by 210.6% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 323 shares of the company’s stock valued at $26,000 after buying an additional 219 shares in the last quarter. PSI Advisors LLC purchased a new position in iShares Convertible Bond ETF during the fourth quarter worth about $29,000. LGT Financial Advisors LLC grew its holdings in shares of iShares Convertible Bond ETF by 45.3% in the third quarter. LGT Financial Advisors LLC now owns 526 shares of the company’s stock valued at $44,000 after acquiring an additional 164 shares in the last quarter. Mattson Financial Services LLC bought a new position in shares of iShares Convertible Bond ETF during the 2nd quarter valued at approximately $61,000. Finally, Brown Financial Advisors purchased a new position in iShares Convertible Bond ETF in the second quarter valued at approximately $95,000.

iShares Convertible Bond ETF Stock Performance

Shares of ICVT opened at $85.87 on Thursday. iShares Convertible Bond ETF has a 1 year low of $50.43 and a 1 year high of $58.18. The stock’s fifty day moving average price is $87.07 and its two-hundred day moving average price is $83.37.

iShares Convertible Bond ETF Company Profile

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.