(ICVT) Convertible Bond - BATS

ETF Category: Convertibles | Exchange: BATS (USA) | Market Cap: 7.063m USD | Total Return: 34% in 12m

Convertible Bonds, Cash Pay Bonds, Fixed Income Securities, U.S. Dollar Bonds
Total Rating 71
Safety 42
Buy Signal -0.30
Convertibles
Category Rotation: -14.2
TER: 0.20%
AUM: 7.06B
Avg Turnover: 107M
Risk 3d forecast
Volatility22.4%
VaR 5th Pctl4.20%
VaR vs Median4.17%
Reward TTM
Sharpe Ratio1.69
Rel. Str. IBD68.3
Rel. Str. Peer Group75
Character TTM
Beta0.776
Beta Downside0.687
Hurst Exponent0.361
Drawdowns 3y
Max DD11.22%
CAGR/Max DD1.64
CAGR/Mean DD8.66

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality

Coming soon
Description: ICVT Convertible Bond

The iShares Convertible Bond ETF (ICVT) is designed to track a subset of the Bloomberg U.S. Convertibles: Cash Pay Bonds Index, which measures the performance of the U.S. dollar-denominated convertible securities market. The fund invests at least 80% of its assets in the component securities of the underlying index and at least 90% in fixed income securities that BlackRock Fund Advisors (BFA) believes will help it track the index.

Convertible bonds are hybrid securities that combine features of both debt and equity, allowing investors to receive fixed income payments while retaining the option to convert the bond into a predetermined number of the issuers shares. The cash pay designation means these convertibles pay periodic cash coupons to investors, distinguishing them from payment-in-kind (PIK) convertibles, which pay interest in additional securities rather than cash.

Headlines to Watch Out For
  • Fed rate cuts compress convertible yields and valuations
  • Equity market volatility boosts convertible demand and upside capture
  • Corporate convertible issuance rises as firms seek cheaper capital
What is the price of ICVT shares?

As of June 29, 2026, the stock is trading at USD 118.81 with a total of 252,673 shares traded. Over the past week, the price has changed by -4.38%, over one month by -1.22%, over three months by +20.24% and over the past year by +33.96%.

Current recommended Stop Loss: 115.30 (which is 3% or 1.4 ATR below the current price).

Is ICVT a buy, sell or hold?

Convertible Bond has no consensus analysts rating.