AWA
GVI icon

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

Arete 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
2022
Q2 		– Sell
-2,072
Closed -$221K – 498
2022
Q1 		$221K Sell
2,072
-41
-2% -$4.55K 0.02% 454
2021
Q4 		$235K Sell
2,113
-23,460
-92% -$2.68M 0.02% 435
2021
Q3 		$2.94M Buy
25,573
+193
+0.8% +$22.4K 0.32% 64
2021
Q2 		$2.84M Buy
25,380
+399
+2% +$46.1K 0.4% 50
2021
Q1 		$2.82M Sell
24,981
-387
-2% -$45K 0.36% 61
2020
Q4 		$2.98M Sell
25,368
-1,240
-5% -$146K 0.42% 54
2020
Q3 		$3.13M Buy
+26,608
New +$3.14M 0.47% 48
2020
Q2 		– Sell
-6,882
Closed -$790K – 384
2020
Q1 		$790K Sell
6,882
-786
-10% -$89.5K 0.16% 145
2019
Q4 		$864K Sell
7,668
-335
-4% -$37.8K 0.15% 156
2019
Q3 		$906K Buy
8,003
+389
+5% +$43.9K 0.17% 143
2019
Q2 		$855K Sell
7,614
-430
-5% -$47.6K 0.17% 150
2019
Q1 		$887K Sell
8,044
-938
-10% -$102K 0.19% 142
2018
Q4 		$972K Buy
8,982
+397
+5% +$42.5K 0.24% 105
2018
Q3 		$922K Sell
8,585
-2,911
-25% -$313K 0.2% 120
2018
Q2 		$1.24M Sell
11,496
-40
-0.3% -$4.3K 0.3% 83
2018
Q1 		$1.25M Sell
11,536
-2,170
-16% -$235K 0.41% 50
2017
Q4 		$1.5M Buy
+13,706
New +$1.51M 0.49% 39

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $2.28B 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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Arete Wealth Advisors's GVI Position: Q2 2022 in Review

Arete Wealth Advisors sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2022, closing a stake of 2,072 shares — an estimated $221K sold.

Arete Wealth Advisors first reported a position in GVI in Q4 2017 and held it in 17 quarters. The position peaked at $3.13M in Q3 2020. 232 funds tracked by Wall St. Rank hold GVI as of Q2 2022.

  • Arete Wealth Advisors reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,072 iShares Intermediate Government/Credit Bond ETF shares in Q2 2022, an estimated $221K.
  • Arete Wealth Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2017 and held it in 17 quarters.
  • Arete Wealth Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $3.13M in Q3 2020.
  • 232 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2022.

Based on Arete Wealth Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.