Braun-Bostich & Associates’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Braun-Bostich & Associates’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
2021 Q1	–	Sell	-8,368	Closed	-$984K	–	65
2020 Q4	$984K	Sell	8,368 -70,264	-89%	-$8.25M	1.98%	18
2020 Q3	$9.26M	Sell	78,632 -33,465	-30%	-$3.95M	9.2%	2
2020 Q2	$13.2M	Hold	112,097	–	–	12.88%	2
2020 Q1	$12.9M	Buy	112,097 +103,631	+1,224%	+$11.8M	16.4%	1
2019 Q4	$956K	Buy	+8,466	New	+$956K	0.94%	18

Other funds holding GVI

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

GAB

German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

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

DIP

DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return

Braun-Bostich & Associates's GVI Position: Q1 2021 in Review

Braun-Bostich & Associates sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2021, closing a stake of 8,368 shares — an estimated $984K sold.

Braun-Bostich & Associates first reported a position in GVI in Q4 2019 and held it in 5 quarters. The position peaked at $13.2M in Q2 2020. 205 funds tracked by Wall St. Rank hold GVI as of Q1 2021.

Braun-Bostich & Associates reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2021 after selling out during the quarter.
Braun-Bostich & Associates sold 8,368 iShares Intermediate Government/Credit Bond ETF shares in Q1 2021, an estimated $984K.
Braun-Bostich & Associates first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2019 and held it in 5 quarters.
Braun-Bostich & Associates's iShares Intermediate Government/Credit Bond ETF position peaked at $13.2M in Q2 2020.
205 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2021.

Based on Braun-Bostich & Associates's 13F filing for Q1 2021, filed 14 May 2021.