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AG
Advisor Group’s
iShares Intermediate Government/Credit Bond ETF
GVI
Stock Holding History
Advisor Group’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
Q4
$6.29M
Buy
55,771
+11,234
+25%
+$1.27M
0.04%
348
2019
Q3
$5.04M
Buy
44,537
+19,118
+75%
+$2.16M
0.04%
408
2019
Q2
$2.86M
Buy
25,419
+16,042
+171%
+$1.78M
0.02%
609
2019
Q1
$1.03M
Sell
9,377
-16
-0.2%
-$1.74K
0.01%
1064
2018
Q4
$1.02M
Buy
9,393
+4,545
+94%
+$487K
0.01%
933
2018
Q3
$521K
Buy
4,848
+3,548
+273%
+$382K
0.01%
1438
2018
Q2
$141K
Sell
1,300
-27
-2%
-$2.9K
﹤0.01%
2235
2018
Q1
$144K
Buy
1,327
+150
+13%
+$16.3K
﹤0.01%
2246
2017
Q4
$129K
Buy
1,177
+424
+56%
+$46.8K
﹤0.01%
2365
2017
Q3
$84K
Sell
753
-640
-46%
-$71.1K
﹤0.01%
2546
2017
Q2
$155K
Buy
1,393
+246
+21%
+$27.3K
﹤0.01%
1970
2017
Q1
$127K
Sell
1,147
-231
-17%
-$25.4K
﹤0.01%
2006
2016
Q4
$151K
Sell
1,378
-2
-0.1%
-$222
﹤0.01%
1767
2016
Q3
$156K
Buy
1,380
+108
+8%
+$12.2K
﹤0.01%
1700
2016
Q2
$143K
Buy
+1,272
New
+$143K
﹤0.01%
1690
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1-Year Est. Return
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$109B AUM
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1-Year Est. Return
Envestnet Asset Management
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$374B AUM
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1-Year Est. Return
KeyBank National Association
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$27.4B AUM
24.17%
1-Year Est. Return
US Bancorp
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$82.4B AUM
19.69%
1-Year Est. Return
HCM
Hilton Capital Management
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$1.32B AUM
15.59%
1-Year Est. Return
SFS
Strategic Financial Services
Utica, New York
$2.1B AUM
19.14%
1-Year Est. Return
PNC Financial Services Group
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$173B AUM
20.72%
1-Year Est. Return
Bank of New York Mellon
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$544B AUM
28.31%
1-Year Est. Return
GAB
German American Bancorp
Jasper, Indiana
$1.16B AUM
25.7%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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