1834 Investment Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

1834 Investment Advisors’s Portfolio GVI Stock Details GVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,786	Closed	-$287K	–	236
2023 Q2	$287K	Hold	2,786	–	–	0.03%	206
2023 Q1	$291K	Hold	2,786	–	–	0.03%	202
2022 Q4	$285K	Sell	2,786 -460	-14%	-$47K	0.04%	158
2022 Q3	$330K	Sell	3,246 -905	-22%	-$95K	0.05%	154
2022 Q2	$438K	Sell	4,151 -227	-5%	-$24.1K	0.06%	134
2022 Q1	$475K	Hold	4,378	–	–	0.06%	138
2021 Q4	$498K	Hold	4,378	–	–	0.06%	133
2021 Q3	$504K	Sell	4,378 -420	-9%	-$48.7K	0.06%	132
2021 Q2	$555K	Sell	4,798 -32	-0.7%	-$3.69K	0.07%	127
2021 Q1	$555K	Sell	4,830 -40	-0.8%	-$4.65K	0.07%	123
2020 Q4	$573K	Sell	4,870 -514	-10%	-$60.4K	0.08%	118
2020 Q3	$634K	Hold	5,384	–	–	0.09%	107
2020 Q2	$634K	Hold	5,384	–	–	0.1%	105
2020 Q1	$618K	Sell	5,384 -360	-6%	-$41K	0.12%	105
2019 Q4	$647K	Sell	5,744 -20	-0.3%	-$2.26K	0.1%	108
2019 Q3	$653K	Hold	5,764	–	–	0.09%	111
2019 Q2	$647K	Hold	5,764	–	–	0.1%	104
2019 Q1	$636K	Hold	5,764	–	–	0.1%	109
2018 Q4	$624K	Sell	5,764 -320	-5%	-$34.3K	0.1%	112
2018 Q3	$653K	Hold	6,084	–	–	0.1%	113
2018 Q2	$656K	Hold	6,084	–	–	0.1%	109
2018 Q1	$659K	Hold	6,084	–	–	0.11%	110
2017 Q4	$668K	Hold	6,084	–	–	0.11%	117
2017 Q3	$675K	Hold	6,084	–	–	0.13%	101
2017 Q2	$673K	Sell	6,084 -731	-11%	-$81K	0.13%	106
2017 Q1	$751K	Sell	6,815 -318	-4%	-$35K	0.14%	102
2016 Q4	$784K	Sell	7,133 -408	-5%	-$45.3K	0.16%	101
2016 Q3	$851K	Sell	7,541 -427	-5%	-$48.2K	0.18%	92
2016 Q2	$903K	Buy	7,968 +302	+4%	+$33.9K	0.2%	98
2016 Q1	$859K	Buy	7,666 +94	+1%	+$10.4K	0.2%	95
2015 Q4	$830K	Sell	7,572 -71	-0.9%	-$7.84K	0.2%	97
2015 Q3	$849K	Buy	+7,643	New	+$846K	0.21%	99

Other funds holding GVI

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

1834 Investment Advisors's GVI Position: Q3 2023 in Review

1834 Investment Advisors sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2023, closing a stake of 2,786 shares — an estimated $287K sold.

1834 Investment Advisors first reported a position in GVI in Q3 2015 and held it in 32 quarters. The position peaked at $903K in Q2 2016. 242 funds tracked by Wall St. Rank hold GVI as of Q3 2023.

1834 Investment Advisors reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2023 after selling out during the quarter.
1834 Investment Advisors sold 2,786 iShares Intermediate Government/Credit Bond ETF shares in Q3 2023, an estimated $287K.
1834 Investment Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2015 and held it in 32 quarters.
1834 Investment Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $903K in Q2 2016.
242 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2023.

Based on 1834 Investment Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.