American Economic Planning Group’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

American Economic Planning 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 Q1	–	Sell	-4,508	Closed	-$488K	–	88
2018 Q4	$488K	Hold	4,508	–	–	0.16%	48
2018 Q3	$485K	Hold	4,508	–	–	0.17%	39
2018 Q2	$487K	Hold	4,508	–	–	0.18%	41
2018 Q1	$487K	Hold	4,508	–	–	0.18%	45
2017 Q4	$497K	Buy	4,508 +1,808	+67%	+$199K	0.18%	42
2017 Q3	$301K	Buy	+2,700	New	+$300K	0.11%	56

Other funds holding GVI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

American Economic Planning Group's GVI Position: Q1 2019 in Review

American Economic Planning Group sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2019, closing a stake of 4,508 shares — an estimated $488K sold.

American Economic Planning Group first reported a position in GVI in Q3 2017 and held it in 6 quarters. The position peaked at $497K in Q4 2017. 203 funds tracked by Wall St. Rank hold GVI as of Q1 2019.

American Economic Planning Group reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2019 after selling out during the quarter.
American Economic Planning Group sold 4,508 iShares Intermediate Government/Credit Bond ETF shares in Q1 2019, an estimated $488K.
American Economic Planning Group first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2017 and held it in 6 quarters.
American Economic Planning Group's iShares Intermediate Government/Credit Bond ETF position peaked at $497K in Q4 2017.
203 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2019.

Based on American Economic Planning Group's 13F filing for Q1 2019, filed 15 May 2019.