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B. Riley Wealth Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

B. Riley 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
2015
Q1 		– Sell
-70
Closed -$8K – 1154
2014
Q4 		$8K Buy
+70
New +$7.76K ﹤0.01% 2972
2014
Q3 		– Sell
-70
Closed -$7.76K – 1163
2014
Q2 		$7.76K Buy
+70
New +$7.74K ﹤0.01% 1883

Other funds holding GVI

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
RWM
Raffa Wealth Management Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return

B. Riley Wealth Advisors's GVI Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2015, closing a stake of 70 shares — an estimated $8K sold.

B. Riley Wealth Advisors first reported a position in GVI in Q2 2014 and held it in 2 quarters. The position peaked at $8K in Q4 2014. 119 funds tracked by Wall St. Rank hold GVI as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 70 iShares Intermediate Government/Credit Bond ETF shares in Q1 2015, an estimated $8K.
  • B. Riley Wealth Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $8K in Q4 2014.
  • 119 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.