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

Arcadia Investment Management’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
2021 Q2	–	Sell	-182	Closed	-$21K	–	302
2021 Q1	$21K	Hold	182	–	–	﹤0.01%	240
2020 Q4	$21K	Hold	182	–	–	﹤0.01%	222
2020 Q3	$21K	Hold	182	–	–	﹤0.01%	239
2020 Q2	$21K	Hold	182	–	–	0.01%	228
2020 Q1	$21K	Hold	182	–	–	0.01%	243
2019 Q4	$21K	Hold	182	–	–	0.01%	245
2019 Q3	$21K	Hold	182	–	–	0.01%	250
2019 Q2	$20K	Hold	182	–	–	0.01%	263
2019 Q1	$20K	Buy	+182	New	+$19.8K	0.01%	246

Other funds holding GVI

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

GAB

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

DIP

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

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

Arcadia Investment Management's GVI Position: Q2 2021 in Review

Arcadia Investment Management sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2021, closing a stake of 182 shares — an estimated $21K sold.

Arcadia Investment Management first reported a position in GVI in Q1 2019 and held it in 9 quarters. The position peaked at $21K in Q1 2021. 203 funds tracked by Wall St. Rank hold GVI as of Q2 2021.

Arcadia Investment Management reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2021 after selling out during the quarter.
Arcadia Investment Management sold 182 iShares Intermediate Government/Credit Bond ETF shares in Q2 2021, an estimated $21K.
Arcadia Investment Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2019 and held it in 9 quarters.
Arcadia Investment Management's iShares Intermediate Government/Credit Bond ETF position peaked at $21K in Q1 2021.
203 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2021.

Based on Arcadia Investment Management's 13F filing for Q2 2021, filed 2 Aug 2021.