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BerganKDV Wealth Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

BerganKDV Wealth 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
2018
Q3 		– Sell
-291
Closed -$31K – 630
2018
Q2 		$31K Buy
+291
New +$31.3K 0.01% 374

Other funds holding GVI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BerganKDV Wealth Management's GVI Position: Q3 2018 in Review

BerganKDV Wealth Management sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2018, closing a stake of 291 shares — an estimated $31K sold.

BerganKDV Wealth Management first reported a position in GVI in Q2 2018 and held it in 1 quarter. The position peaked at $31K in Q2 2018. 174 funds tracked by Wall St. Rank hold GVI as of Q3 2018.

  • BerganKDV Wealth Management reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2018 after selling out during the quarter.
  • BerganKDV Wealth Management sold 291 iShares Intermediate Government/Credit Bond ETF shares in Q3 2018, an estimated $31K.
  • BerganKDV Wealth Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2018 and held it in 1 quarter.
  • BerganKDV Wealth Management's iShares Intermediate Government/Credit Bond ETF position peaked at $31K in Q2 2018.
  • 174 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2018.

Based on BerganKDV Wealth Management's 13F filing for Q3 2018, filed 9 Nov 2018.