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AFT Forsyth & Company’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

AFT Forsyth & 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
2013
Q3 		$642K Hold
5,830
– – 0.83% 38
2013
Q2 		$640K Buy
+5,830
New +$651K 0.91% 35

Other funds holding GVI

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ANBTV
American National Bank & Trust (Virginia) Danville, Virginia $423M AUM
NIC
Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return

AFT Forsyth & Company's GVI Position: Q3 2013 in Review

AFT Forsyth & Company held its iShares Intermediate Government/Credit Bond ETF (GVI) position steady in Q3 2013 at 5,830 shares worth $642K. The position accounts for 0.83% of the portfolio, ranked #38.

AFT Forsyth & Company first reported a position in GVI in Q2 2013 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold GVI as of Q3 2013.

  • AFT Forsyth & Company held 5,830 shares of iShares Intermediate Government/Credit Bond ETF worth $642K as of Q3 2013.
  • AFT Forsyth & Company left its iShares Intermediate Government/Credit Bond ETF share count unchanged in Q3 2013.
  • iShares Intermediate Government/Credit Bond ETF made up 0.83% of AFT Forsyth & Company's portfolio in Q3 2013, its #38 holding.
  • AFT Forsyth & Company first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2013 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2013.

Based on AFT Forsyth & Company's 13F filing for Q3 2013, filed 8 Nov 2013.