Boston Private Bank & Trust’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Boston Private Bank & Trust’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
2015 Q1	$223K	Hold	1,995	–	–	0.01%	379
2014 Q4	$221K	Sell	1,995 -110	-5%	-$12.2K	0.01%	385
2014 Q3	$232K	Sell	2,105 -60	-3%	-$6.63K	0.01%	376
2014 Q2	$240K	Sell	2,165 -1,030	-32%	-$114K	0.01%	373
2014 Q1	$351K	Sell	3,195 -25	-0.8%	-$2.75K	0.02%	334
2013 Q4	$352K	Buy	3,220 +70	+2%	+$7.7K	0.02%	331
2013 Q3	$347K	Sell	3,150 -1,541	-33%	-$169K	0.02%	313
2013 Q2	$515K	Buy	+4,691	New	+$524K	0.03%	267

Other funds holding GVI

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

RWML

RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return

Boston Private Bank & Trust's GVI Position: Q1 2015 in Review

Boston Private Bank & Trust held its iShares Intermediate Government/Credit Bond ETF (GVI) position steady in Q1 2015 at 1,995 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #379.

Boston Private Bank & Trust first reported a position in GVI in Q2 2013 and has held it in 8 quarters since. The position peaked at $515K in Q2 2013. 119 funds tracked by Wall St. Rank hold GVI as of Q1 2015.

Boston Private Bank & Trust held 1,995 shares of iShares Intermediate Government/Credit Bond ETF worth $223K as of Q1 2015.
Boston Private Bank & Trust left its iShares Intermediate Government/Credit Bond ETF share count unchanged in Q1 2015.
iShares Intermediate Government/Credit Bond ETF made up 0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #379 holding.
Boston Private Bank & Trust first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's iShares Intermediate Government/Credit Bond ETF position peaked at $515K in Q2 2013.
119 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.