Blueprint Investment Partners’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Blueprint Investment Partners’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 Q3	–	Sell	-3,581	Closed	-$368K	–	124
2023 Q2	$368K	Sell	3,581 -24,172	-87%	-$2.51M	0.13%	104
2023 Q1	$2.9M	Buy	27,753 +315	+1%	+$32.6K	0.66%	41
2022 Q4	$2.81M	Hold	27,438	–	–	0.6%	40
2022 Q3	$2.79M	Hold	27,438	–	–	0.76%	28
2022 Q2	$2.9M	Buy	27,438 +630	+2%	+$66.9K	0.78%	27
2022 Q1	$2.91M	Buy	26,808 +630	+2%	+$70K	0.75%	36
2021 Q4	$2.98M	Buy	+26,178	New	+$2.99M	0.73%	40

Other funds holding GVI

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Blueprint Investment Partners's GVI Position: Q3 2023 in Review

Blueprint Investment Partners sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2023, closing a stake of 3,581 shares — an estimated $368K sold.

Blueprint Investment Partners first reported a position in GVI in Q4 2021 and held it in 7 quarters. The position peaked at $2.98M in Q4 2021. 242 funds tracked by Wall St. Rank hold GVI as of Q3 2023.

Blueprint Investment Partners reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2023 after selling out during the quarter.
Blueprint Investment Partners sold 3,581 iShares Intermediate Government/Credit Bond ETF shares in Q3 2023, an estimated $368K.
Blueprint Investment Partners first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2021 and held it in 7 quarters.
Blueprint Investment Partners's iShares Intermediate Government/Credit Bond ETF position peaked at $2.98M in Q4 2021.
242 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2023.

Based on Blueprint Investment Partners's 13F filing for Q3 2023, filed 15 Nov 2023.