Arcadia Investment Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Arcadia Investment 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	–	Sell	-43	Closed	-$4.54K	–	101
2022 Q2	$4.54K	Hold	43	–	–	﹤0.01%	82
2022 Q1	$4.67K	Hold	43	–	–	﹤0.01%	86
2021 Q4	$4.89K	Hold	43	–	–	﹤0.01%	84
2021 Q3	$4.95K	Hold	43	–	–	﹤0.01%	85
2021 Q2	$4.97K	Hold	43	–	–	﹤0.01%	89
2021 Q1	$4.94K	Hold	43	–	–	﹤0.01%	80
2020 Q4	$5.06K	Buy	+43	New	+$5.05K	﹤0.01%	79

Other funds holding GVI

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

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

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

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

SFS

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

DIP

DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Arcadia Investment Advisors's GVI Position: Q3 2022 in Review

Arcadia Investment Advisors sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2022, closing a stake of 43 shares — an estimated $4.54K sold.

Arcadia Investment Advisors first reported a position in GVI in Q4 2020 and held it in 7 quarters. The position peaked at $5.06K in Q4 2020. 219 funds tracked by Wall St. Rank hold GVI as of Q3 2022.

Arcadia Investment Advisors reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2022 after selling out during the quarter.
Arcadia Investment Advisors sold 43 iShares Intermediate Government/Credit Bond ETF shares in Q3 2022, an estimated $4.54K.
Arcadia Investment Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2020 and held it in 7 quarters.
Arcadia Investment Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $5.06K in Q4 2020.
219 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2022.

Based on Arcadia Investment Advisors's 13F filing for Q3 2022, filed 19 Dec 2024.