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Beaumont Financial Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Beaumont Financial 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
2023
Q4 		– Sell
-2,769
Closed -$281K – 346
2023
Q3 		$281K Sell
2,769
-1,711
-38% -$175K 0.03% 260
2023
Q2 		$461K Buy
+4,480
New +$466K 0.04% 202
2022
Q4 		– Sell
-3,992
Closed -$406K – 332
2022
Q3 		$406K Sell
3,992
-183
-4% -$19.2K 0.04% 195
2022
Q2 		$441K Buy
4,175
+1,002
+32% +$106K 0.04% 193
2022
Q1 		$344K Hold
3,173
– – 0.03% 258
2021
Q4 		$361K Hold
3,173
– – 0.03% 254
2021
Q3 		$365K Hold
3,173
– – 0.03% 246
2021
Q2 		$367K Sell
3,173
-8,620
-73% -$995K 0.03% 259
2021
Q1 		$1.35M Buy
11,793
+8,696
+281% +$1.01M 0.11% 116
2020
Q4 		$364K Sell
3,097
-3,945
-56% -$463K 0.03% 238
2020
Q3 		$829K Sell
7,042
-9
-0.1% -$1.06K 0.08% 157
2020
Q2 		$831K Sell
7,051
-353
-5% -$41.2K 0.09% 149
2020
Q1 		$850K Sell
7,404
-9,243
-56% -$1.05M 0.11% 112
2019
Q4 		$1.88M Buy
16,647
+3,055
+22% +$345K 0.18% 95
2019
Q3 		$1.54M Buy
13,592
+51
+0.4% +$5.75K 0.15% 102
2019
Q2 		$1.52M Sell
13,541
-9,988
-42% -$1.11M 0.16% 100
2019
Q1 		$2.59M Sell
23,529
-14,995
-39% -$1.63M 0.28% 76
2018
Q4 		$4.17M Buy
38,524
+30,960
+409% +$3.32M 0.68% 34
2018
Q3 		$812K Sell
7,564
-55
-0.7% -$5.92K 0.08% 111
2018
Q2 		$821K Sell
7,619
-178
-2% -$19.1K 0.09% 100
2018
Q1 		$844K Buy
7,797
+1,617
+26% +$175K 0.09% 103
2017
Q4 		$678K Buy
6,180
+677
+12% +$74.7K 0.08% 107
2017
Q3 		$610K Buy
5,503
+1,450
+36% +$161K 0.08% 108
2017
Q2 		$449K Sell
4,053
-2,774
-41% -$307K 0.06% 123
2017
Q1 		$752K Sell
6,827
-10,060
-60% -$1.11M 0.1% 99
2016
Q4 		$1.85M Buy
16,887
+13,647
+421% +$1.51M 0.28% 75
2016
Q3 		$365K Buy
3,240
+1
+0% +$113 0.06% 113
2016
Q2 		$367K Sell
3,239
-4,226
-57% -$474K 0.06% 106
2016
Q1 		$836K Sell
7,465
-29,597
-80% -$3.28M 0.14% 83
2015
Q4 		$4.06M Sell
37,062
-35,213
-49% -$3.89M 0.67% 52
2015
Q3 		$8.08M Hold
72,275
– – 1.17% 36
2015
Q2 		$8.08M Sell
72,275
-60,181
-45% -$6.69M 1.17% 36
2015
Q1 		$14.8M Sell
132,456
-13,969
-10% -$1.56M 0.52% 44
2014
Q4 		$16.2M Sell
146,425
-3,305
-2% -$366K 0.78% 44
2014
Q3 		$16.5M Buy
149,730
+10,216
+7% +$1.13M 1.08% 37
2014
Q2 		$15.5M Sell
139,514
-19,645
-12% -$2.17M 1.1% 39
2014
Q1 		$17.5M Sell
159,159
-66,610
-30% -$7.33M 1.44% 27
2013
Q4 		$24.7M Buy
225,769
+194,404
+620% +$21.4M 2.03% 17
2013
Q3 		$3.45M Sell
31,365
-161,962
-84% -$17.7M 0.31% 70
2013
Q2 		$21.2M Buy
+193,327
New +$21.6M 1.96% 18

Other funds holding GVI

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Beaumont Financial Advisors's GVI Position: Q4 2023 in Review

Beaumont Financial Advisors sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2023, closing a stake of 2,769 shares — an estimated $281K sold.

Beaumont Financial Advisors first reported a position in GVI in Q2 2013 and held it in 40 quarters. The position peaked at $24.7M in Q4 2013. 269 funds tracked by Wall St. Rank hold GVI as of Q4 2023.

  • Beaumont Financial Advisors reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Beaumont Financial Advisors sold 2,769 iShares Intermediate Government/Credit Bond ETF shares in Q4 2023, an estimated $281K.
  • Beaumont Financial Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2013 and held it in 40 quarters.
  • Beaumont Financial Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $24.7M in Q4 2013.
  • 269 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2023.

Based on Beaumont Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.