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American Portfolios Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

American Portfolios 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
2022
Q3 		$9.29M Sell
91,355
-5,410
-6% -$568K 0.39% 42
2022
Q2 		$10.2M Sell
96,765
-1,386
-1% -$147K 0.42% 38
2022
Q1 		$10.7M Buy
98,151
+22,973
+31% +$2.55M 0.36% 44
2021
Q4 		$8.55M Buy
75,178
+2,789
+4% +$319K 0.29% 59
2021
Q3 		$8.33M Buy
72,389
+3,105
+4% +$360K 0.31% 59
2021
Q2 		$8.01M Buy
69,284
+905
+1% +$104K 0.31% 61
2021
Q1 		$7.85M Buy
68,379
+8,330
+14% +$969K 0.34% 52
2020
Q4 		$7.06M Buy
60,049
+20,325
+51% +$2.39M 0.36% 44
2020
Q3 		$4.68M Buy
39,724
+6,987
+21% +$824K 0.27% 75
2020
Q2 		$3.85M Buy
32,737
+6,673
+26% +$778K 0.25% 78
2020
Q1 		$2.99M Buy
26,064
+1,884
+8% +$215K 0.25% 88
2019
Q4 		$2.72M Buy
24,180
+3,019
+14% +$341K 0.19% 120
2019
Q3 		$2.4M Buy
21,161
+864
+4% +$97.5K 0.2% 113
2019
Q2 		$2.28M Buy
20,297
+3,734
+23% +$413K 0.19% 116
2019
Q1 		$1.83M Buy
16,563
+4,807
+41% +$524K 0.17% 124
2018
Q4 		$1.27M Buy
11,756
+1,579
+16% +$169K 0.16% 138
2018
Q3 		$1.09M Buy
10,177
+1,177
+13% +$127K 0.13% 165
2018
Q2 		$970K Buy
9,000
+44
+0.5% +$4.73K 0.13% 155
2018
Q1 		$970K Buy
8,956
+1,167
+15% +$127K 0.14% 146
2017
Q4 		$855K Buy
+7,789
New +$859K 0.14% 159

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

American Portfolios Advisors's GVI Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 5.6% in Q3 2022, selling an estimated $568K and leaving 91,355 shares worth $9.29M. The position accounts for 0.39% of the portfolio, ranked #42.

American Portfolios Advisors first reported a position in GVI in Q4 2017 and has held it in 20 quarters since. The position peaked at $10.7M in Q1 2022. 219 funds tracked by Wall St. Rank hold GVI as of Q3 2022.

  • American Portfolios Advisors held 91,355 shares of iShares Intermediate Government/Credit Bond ETF worth $9.29M as of Q3 2022.
  • American Portfolios Advisors sold 5,410 iShares Intermediate Government/Credit Bond ETF shares in Q3 2022, an estimated $568K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.39% of American Portfolios Advisors's portfolio in Q3 2022, its #42 holding.
  • American Portfolios Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $10.7M in Q1 2022.
  • 219 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.