Bogart Wealth LLC
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Bogart Wealth LLC’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Bogart Wealth LLC’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
2022
Q1 		– Sell
-17
Closed -$2K – 807
2021
Q4 		$2K Buy
+17
New +$1.94K ﹤0.01% 650

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 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
F.L. Putnam Investment Management
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bogart Wealth LLC's GVI Position: Q1 2022 in Review

Bogart Wealth LLC sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2022, closing a stake of 17 shares — an estimated $2K sold.

Bogart Wealth LLC first reported a position in GVI in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 219 funds tracked by Wall St. Rank hold GVI as of Q1 2022.

  • Bogart Wealth LLC reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Bogart Wealth LLC sold 17 iShares Intermediate Government/Credit Bond ETF shares in Q1 2022, an estimated $2K.
  • Bogart Wealth LLC first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2021 and held it in 1 quarter.
  • Bogart Wealth LLC's iShares Intermediate Government/Credit Bond ETF position peaked at $2K in Q4 2021.
  • 219 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2022.

Based on Bogart Wealth LLC's 13F filing for Q1 2022, filed 22 Apr 2022.