BRC
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Bell Rock Capital’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Bell Rock Capital’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
2020
Q1 		– Sell
-583
Closed -$65K – 156
2019
Q4 		$65K Hold
583
– – 0.06% 194
2019
Q3 		$66K Hold
583
– – 0.06% 183
2019
Q2 		$65K Hold
583
– – 0.06% 175
2019
Q1 		$64K Hold
583
– – 0.04% 209
2018
Q4 		$63K Hold
583
– – 0.04% 209
2018
Q3 		$63K Buy
583
+3
+0.5% +$323 0.03% 229
2018
Q2 		$62K Buy
580
+3
+0.5% +$323 0.03% 233
2018
Q1 		$62K Hold
577
– – 0.03% 233
2017
Q4 		$63K Hold
577
– – 0.03% 222
2017
Q3 		$64K Hold
577
– – 0.04% 221
2017
Q2 		$64K Buy
577
+2
+0.3% +$222 0.04% 210
2017
Q1 		$63K Buy
575
+2
+0.3% +$220 0.06% 167
2016
Q4 		$63K Buy
+573
New +$63.6K 0.07% 158

Other funds holding GVI

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Bank of America
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return