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Beverly Hills Private Wealth’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Beverly Hills Private Wealth’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
Q1 		– Sell
-9,047
Closed -$927K – 284
2022
Q4 		$927K Buy
+9,047
New +$924K 0.4% 71

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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
HB
Horizon Bancorp Michigan City, Indiana $213M AUM 13.24% 1-Year Est. Return

Beverly Hills Private Wealth's GVI Position: Q1 2023 in Review

Beverly Hills Private Wealth sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2023, closing a stake of 9,047 shares — an estimated $927K sold.

Beverly Hills Private Wealth first reported a position in GVI in Q4 2022 and held it in 1 quarter. The position peaked at $927K in Q4 2022. 217 funds tracked by Wall St. Rank hold GVI as of Q1 2023.

  • Beverly Hills Private Wealth reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 9,047 iShares Intermediate Government/Credit Bond ETF shares in Q1 2023, an estimated $927K.
  • Beverly Hills Private Wealth first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2022 and held it in 1 quarter.
  • Beverly Hills Private Wealth's iShares Intermediate Government/Credit Bond ETF position peaked at $927K in Q4 2022.
  • 217 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2023.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2023, filed 4 May 2023.