iShares Convertible Bond ETF (BATS:ICVT) Shares Bought by Perigon Wealth Management LLC

Perigon Wealth Management LLC raised its stake in shares of iShares Convertible Bond ETF (BATS:ICVT) by 49.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,413 shares of the company’s stock after purchasing an additional 5,111 shares during the quarter. Perigon Wealth Management LLC owned about 0.06% of iShares Convertible Bond ETF worth $1,331,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Bank of Montreal Can increased its position in shares of iShares Convertible Bond ETF by 857.2% in the 2nd quarter. Bank of Montreal Can now owns 26,389 shares of the company’s stock valued at $2,088,000 after acquiring an additional 23,632 shares during the period. NewEdge Advisors LLC grew its stake in iShares Convertible Bond ETF by 109.6% during the 2nd quarter. NewEdge Advisors LLC now owns 47,711 shares of the company’s stock valued at $3,751,000 after purchasing an additional 24,949 shares during the last quarter. Northwestern Mutual Wealth Management Co. increased its holdings in shares of iShares Convertible Bond ETF by 20.1% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 7,637 shares of the company’s stock valued at $601,000 after purchasing an additional 1,279 shares during the period. Regal Investment Advisors LLC purchased a new position in shares of iShares Convertible Bond ETF in the second quarter worth about $202,000. Finally, Brown Financial Advisors acquired a new stake in shares of iShares Convertible Bond ETF during the second quarter worth about $95,000.

iShares Convertible Bond ETF Trading Up 3.5 %

Shares of BATS:ICVT opened at $88.07 on Friday. iShares Convertible Bond ETF has a twelve month low of $50.43 and a twelve month high of $58.18. The company’s 50 day moving average is $87.21 and its 200 day moving average is $83.99.

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.