AJ Wealth Strategies’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

AJ Wealth Strategies’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
2018 Q4	–	Sell	-6,989	Closed	-$750K	–	99
2018 Q3	$750K	Hold	6,989	–	–	0.14%	53
2018 Q2	$753K	Hold	6,989	–	–	0.16%	50
2018 Q1	$757K	Hold	6,989	–	–	0.18%	47
2017 Q4	$767K	Hold	6,989	–	–	0.19%	50
2017 Q3	$775K	Hold	6,989	–	–	0.25%	47
2017 Q2	$774K	Hold	6,989	–	–	0.29%	43
2017 Q1	$770K	Buy	+6,989	New	+$769K	0.34%	44

Other funds holding GVI

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 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

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

AJ Wealth Strategies's GVI Position: Q4 2018 in Review

AJ Wealth Strategies sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2018, closing a stake of 6,989 shares — an estimated $750K sold.

AJ Wealth Strategies first reported a position in GVI in Q1 2017 and held it in 7 quarters. The position peaked at $775K in Q3 2017. 190 funds tracked by Wall St. Rank hold GVI as of Q4 2018.

AJ Wealth Strategies reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2018 after selling out during the quarter.
AJ Wealth Strategies sold 6,989 iShares Intermediate Government/Credit Bond ETF shares in Q4 2018, an estimated $750K.
AJ Wealth Strategies first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2017 and held it in 7 quarters.
AJ Wealth Strategies's iShares Intermediate Government/Credit Bond ETF position peaked at $775K in Q3 2017.
190 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2018.

Based on AJ Wealth Strategies's 13F filing for Q4 2018, filed 14 Feb 2019.