Lpwm LLC Has $684,000 Holdings in iShares Convertible Bond ETF (BATS:ICVT)

Lpwm LLC lessened its holdings in shares of iShares Convertible Bond ETF (BATS:ICVT) by 77.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 8,052 shares of the company’s stock after selling 27,918 shares during the period. Lpwm LLC’s holdings in iShares Convertible Bond ETF were worth $684,000 as of its most recent filing with the SEC.

Other hedge funds also recently modified their holdings of the company. Creative Planning lifted its holdings in iShares Convertible Bond ETF by 12.3% in the third quarter. Creative Planning now owns 3,325 shares of the company’s stock valued at $278,000 after buying an additional 363 shares during the period. Private Advisor Group LLC lifted its holdings in iShares Convertible Bond ETF by 3.9% in the third quarter. Private Advisor Group LLC now owns 31,568 shares of the company’s stock valued at $2,641,000 after buying an additional 1,199 shares during the period. JPMorgan Chase & Co. lifted its holdings in iShares Convertible Bond ETF by 32.6% in the third quarter. JPMorgan Chase & Co. now owns 228,239 shares of the company’s stock valued at $19,097,000 after buying an additional 56,149 shares during the period. Kades & Cheifetz LLC lifted its holdings in iShares Convertible Bond ETF by 3.7% in the third quarter. Kades & Cheifetz LLC now owns 64,697 shares of the company’s stock valued at $5,413,000 after buying an additional 2,328 shares during the period. Finally, Bank of Montreal Can lifted its holdings in iShares Convertible Bond ETF by 857.2% in the second quarter. Bank of Montreal Can now owns 26,389 shares of the company’s stock valued at $2,088,000 after buying an additional 23,632 shares during the period.

iShares Convertible Bond ETF Stock Performance

ICVT stock opened at $85.13 on Wednesday. iShares Convertible Bond ETF has a 12-month low of $50.43 and a 12-month high of $58.18. The company’s fifty day simple moving average is $87.08 and its 200 day simple moving average is $83.36.

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.