Alaska Wealth Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Alaska Wealth 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
2019 Q4	–	Sell	-75,550	Closed	-$8.55M	–	72
2019 Q3	$8.55M	Buy	75,550 +17,240	+30%	+$1.94M	1.03%	18
2019 Q2	$6.43M	Hold	58,310	–	–	0.69%	21
2019 Q1	$6.43M	Buy	+58,310	New	+$6.35M	0.69%	21

Other funds holding GVI

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

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

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

HCM

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

SFS

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GAB

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

Alaska Wealth Advisors's GVI Position: Q4 2019 in Review

Alaska Wealth Advisors sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2019, closing a stake of 75,550 shares — an estimated $8.55M sold.

Alaska Wealth Advisors first reported a position in GVI in Q1 2019 and held it in 3 quarters. The position peaked at $8.55M in Q3 2019. 203 funds tracked by Wall St. Rank hold GVI as of Q4 2019.

Alaska Wealth Advisors reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2019 after selling out during the quarter.
Alaska Wealth Advisors sold 75,550 iShares Intermediate Government/Credit Bond ETF shares in Q4 2019, an estimated $8.55M.
Alaska Wealth Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2019 and held it in 3 quarters.
Alaska Wealth Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $8.55M in Q3 2019.
203 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2019.

Based on Alaska Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.