iShares Convertible Bond ETF

ICVT 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.

iShares Convertible Bond ETF holds over 300 cash pay convertible bonds, with a focus on technology and consumer cyclicals. ICVT's track record is underwhelming: risk metrics are similar to those of a stock index while return is much lower, and distribution history was a roller-coaster. However, ICVT's correlation to stocks can enhance a tactical bond ETF portfolio during stock market uptrends.

ICVT: A Bond ETF With A Taste Of Stocks

iShares Convertible Bond ETF offers investors the benefits of equity upside without the same downside exposure. The ICVT ETF has a well-diversified portfolio with an effective duration of 1.40 years and a current 30-Day SEC Yield of 3.17%. The fund has a dominant exposure to the Tech sector, making it appealing for those bullish on Tech but seeking reduced equity volatility.

ICVT: A Convertible Bond Fund For Those Unsure What Comes Next

iShares Convertible Bond ETF has been stagnant compared to broader U.S. indices despite strong equity markets, particularly in tech. The equity component in the ICVT ETF, which is also exposed 40% to tech issues, should start to catch up. Moreover, we think maturity walls should start transmitting the more restrictive policy into markets and could allow for rate hikes soon to help the fixed income component.

ICVT: Could Be In Line For Growth

Convertible bonds offer the potential for high rewards and diversification in a volatile market. The iShares Convertible Bond ETF is a recommended investment for 2024 due to its potential for competitive total returns. ICVT allows investors to participate in the resurgence of convertible securities and offers a balanced approach between stocks and bonds.

ICVT: If You Don't Know Convertibles Yet, It's Time You Did

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The convertible bond market has long been an appealing place to look for total return potential. However, demand for convertible bond ETFs has been minimal.

Calamos Brings Convertible Expertise to ETF Market

iShares Convertible Bond ETF portfolio holds over 300 cash-pay convertible bonds. Technology represents 38% of asset value. Correlation to stocks may mitigate risks in a bond ETF portfolio or a tactical allocation strategy.

ICVT And Bond Tactical Allocation

ICVT: Low-Cost Convertible Bond Exposure Outperforms Active CEFs

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Calamos Has More Than Giannis to Work With on Its ETF Team

ICVT, a Convertible Bond ETF, had an exceptional run in 2020 right after the COVID market crash. We believe that the current market recovery after the bear market of 2022 presents a similar opportunity, and we expect a strong ICVT performance over the next six-twelve months.

ICVT: Expect A Period Of Strong Performance

ICVT contains convertible bonds primarily of tech stocks. While tech stocks are languishing right now, the volatility of markets and potential of peaking inflation in the next months give value to the conversion option.

ICVT Maybe A Little Too Cheap Given The Equity Option

Convertibles have a call option on the upside and a fixed income security on the downside. In an environment where a possible market fall will coincide with an interest rate increase, both elements of the convertible's value will fall.

ICVT Doesn't Make Sense To Us In The Current Market

ICVT invests in cash pay convertible bonds. More than 40% of asset value is in convertibles issued by tech companies.

ICVT: Portfolio And Performance Update

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News for iShares Convertible Bond ETF ETF (ICVT)