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BTR Capital Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

BTR Capital Management’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
Q3 		$448K Hold
4,405
– – 0.07% 118
2022
Q2 		$465K Hold
4,405
– – 0.07% 116
2022
Q1 		$478K Hold
4,405
– – 0.06% 121
2021
Q4 		$501K Buy
4,405
+650
+17% +$74.3K 0.06% 123
2021
Q3 		$432K Sell
3,755
-350
-9% -$40.6K 0.05% 124
2021
Q2 		$475K Buy
+4,105
New +$474K 0.06% 119

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.2B AUM 16.89% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BTR Capital Management's GVI Position: Q3 2022 in Review

BTR Capital Management held its iShares Intermediate Government/Credit Bond ETF (GVI) position steady in Q3 2022 at 4,405 shares worth $448K. The position accounts for 0.07% of the portfolio, ranked #118.

BTR Capital Management first reported a position in GVI in Q2 2021 and has held it in 6 quarters since. The position peaked at $501K in Q4 2021. 218 funds tracked by Wall St. Rank hold GVI as of Q3 2022.

  • BTR Capital Management held 4,405 shares of iShares Intermediate Government/Credit Bond ETF worth $448K as of Q3 2022.
  • BTR Capital Management left its iShares Intermediate Government/Credit Bond ETF share count unchanged in Q3 2022.
  • iShares Intermediate Government/Credit Bond ETF made up 0.07% of BTR Capital Management's portfolio in Q3 2022, its #118 holding.
  • BTR Capital Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2021 and has held it in 6 quarters since.
  • BTR Capital Management's iShares Intermediate Government/Credit Bond ETF position peaked at $501K in Q4 2021.
  • 218 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2022.

Based on BTR Capital Management's 13F filing for Q3 2022, filed 12 Oct 2022.