Beacon Pointe Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Beacon Pointe 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 Q4	–	Sell	-1,846	Closed	-$212K	–	965
2021 Q3	$212K	Buy	1,846 +1	+0.1%	+$116	0.01%	840
2021 Q2	$213K	Buy	1,845 +2	+0.1%	+$231	0.01%	780
2021 Q1	$211K	Hold	1,843	–	–	0.01%	492
2020 Q4	$216K	Sell	1,843 -168	-8%	-$19.7K	0.01%	452
2020 Q3	$237K	Sell	2,011 -11	-0.5%	-$1.3K	0.02%	335
2020 Q2	$237K	Buy	+2,022	New	+$236K	0.02%	338

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 22.96% 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

DIP

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FLPIM

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

Beacon Pointe Advisors's GVI Position: Q4 2021 in Review

Beacon Pointe Advisors sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2021, closing a stake of 1,846 shares — an estimated $212K sold.

Beacon Pointe Advisors first reported a position in GVI in Q2 2020 and held it in 6 quarters. The position peaked at $237K in Q3 2020. 224 funds tracked by Wall St. Rank hold GVI as of Q4 2021.

Beacon Pointe Advisors reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2021 after selling out during the quarter.
Beacon Pointe Advisors sold 1,846 iShares Intermediate Government/Credit Bond ETF shares in Q4 2021, an estimated $212K.
Beacon Pointe Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2020 and held it in 6 quarters.
Beacon Pointe Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $237K in Q3 2020.
224 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2021.

Based on Beacon Pointe Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.