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Baird’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Baird’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 		$274K Buy
2,448
+40
+2% +$4.46K ﹤0.01% 1137
2014
Q4 		$266K Hold
2,408
– – ﹤0.01% 1129
2014
Q3 		$265K Buy
2,408
+127
+6% +$14K ﹤0.01% 1003
2014
Q2 		$253K Sell
2,281
-46
-2% -$5.08K ﹤0.01% 1030
2014
Q1 		$256K Sell
2,327
-6,602
-74% -$727K ﹤0.01% 1021
2013
Q4 		$977K Buy
8,929
+6,832
+326% +$752K 0.02% 626
2013
Q3 		$231K Buy
2,097
+167
+9% +$18.3K ﹤0.01% 989
2013
Q2 		$212K Buy
+1,930
New +$216K ﹤0.01% 983

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

Baird's GVI Position: Q1 2015 in Review

Baird increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 1.7% in Q1 2015, buying an estimated $4.46K and bringing the position to 2,448 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Baird first reported a position in GVI in Q2 2013 and has held it in 8 quarters since. The position peaked at $977K in Q4 2013. 119 funds tracked by Wall St. Rank hold GVI as of Q1 2015.

  • Baird held 2,448 shares of iShares Intermediate Government/Credit Bond ETF worth $274K as of Q1 2015.
  • Baird bought 40 iShares Intermediate Government/Credit Bond ETF shares in Q1 2015, an estimated $4.46K.
  • iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of Baird's portfolio in Q1 2015, its #1137 holding.
  • Baird first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2013 and has held it in 8 quarters since.
  • Baird's iShares Intermediate Government/Credit Bond ETF position peaked at $977K in Q4 2013.
  • 119 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.