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Adirondack Trust Company’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Adirondack Trust Company’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
2019
Q1 		– Sell
-768
Closed -$83K – 348
2018
Q4 		$83K Buy
+768
New +$82.2K 0.06% 135

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JFGIW
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US Bancorp
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Stifel Financial
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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Adirondack Trust Company's GVI Position: Q1 2019 in Review

Adirondack Trust Company sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2019, closing a stake of 768 shares — an estimated $83K sold.

Adirondack Trust Company first reported a position in GVI in Q4 2018 and held it in 1 quarter. The position peaked at $83K in Q4 2018. 203 funds tracked by Wall St. Rank hold GVI as of Q1 2019.

  • Adirondack Trust Company reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Adirondack Trust Company sold 768 iShares Intermediate Government/Credit Bond ETF shares in Q1 2019, an estimated $83K.
  • Adirondack Trust Company first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2018 and held it in 1 quarter.
  • Adirondack Trust Company's iShares Intermediate Government/Credit Bond ETF position peaked at $83K in Q4 2018.
  • 203 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2019.

Based on Adirondack Trust Company's 13F filing for Q1 2019, filed 13 May 2019.