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Belpointe Asset Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Belpointe Asset Management’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
Q2 		– Sell
-100
Closed -$10.4K – 1711
2023
Q1 		$10.4K Hold
100
– – ﹤0.01% 2694
2022
Q4 		$10.2K Buy
+100
New +$10.2K ﹤0.01% 2607

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
KeyBank National Association
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return

Belpointe Asset Management's GVI Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2023, closing a stake of 100 shares — an estimated $10.4K sold.

Belpointe Asset Management first reported a position in GVI in Q4 2022 and held it in 2 quarters. The position peaked at $10.4K in Q1 2023. 236 funds tracked by Wall St. Rank hold GVI as of Q2 2023.

  • Belpointe Asset Management reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 100 iShares Intermediate Government/Credit Bond ETF shares in Q2 2023, an estimated $10.4K.
  • Belpointe Asset Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's iShares Intermediate Government/Credit Bond ETF position peaked at $10.4K in Q1 2023.
  • 236 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.