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

Arkadios 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
2021
Q3 		– Sell
-100
Closed -$11K – 1938
2021
Q2 		$11K Hold
100
– – ﹤0.01% 1503
2021
Q1 		$11K Hold
100
– – ﹤0.01% 1156
2020
Q4 		$11K Buy
+100
New +$11.7K ﹤0.01% 925

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 22.9% 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
US Bancorp
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Arkadios Wealth Advisors's GVI Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2021, closing a stake of 100 shares — an estimated $11K sold.

Arkadios Wealth Advisors first reported a position in GVI in Q4 2020 and held it in 3 quarters. The position peaked at $11K in Q2 2021. 207 funds tracked by Wall St. Rank hold GVI as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 100 iShares Intermediate Government/Credit Bond ETF shares in Q3 2021, an estimated $11K.
  • Arkadios Wealth Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2020 and held it in 3 quarters.
  • Arkadios Wealth Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $11K in Q2 2021.
  • 207 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.