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Buckingham Strategic Wealth’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$1.17M Buy
11,293
+97
+0.9% +$10K 0.01% 313
2024
Q1 		$1.16M Sell
11,196
-2,662
-19% -$277K 0.01% 311
2023
Q4 		$1.45M Hold
13,858
– – 0.02% 273
2023
Q3 		$1.4M Sell
13,858
-1,873
-12% -$192K 0.02% 251
2023
Q2 		$1.62M Sell
15,731
-8,306
-35% -$864K 0.02% 236
2023
Q1 		$2.46M Hold
24,037
– – 0.04% 165
2022
Q4 		$2.46M Sell
24,037
-3,473
-13% -$355K 0.04% 165
2022
Q3 		$2.8M Sell
27,510
-734
-3% -$77.1K 0.06% 145
2022
Q2 		$2.98M Sell
28,244
-4,026
-12% -$427K 0.06% 142
2022
Q1 		$3.5M Sell
32,270
-12,016
-27% -$1.33M 0.07% 131
2021
Q4 		$5.04M Sell
44,286
-6,065
-12% -$693K 0.1% 103
2021
Q3 		$5.8M Sell
50,351
-81
-0.2% -$9.39K 0.12% 95
2021
Q2 		$5.83M Sell
50,432
-439
-0.9% -$50.7K 0.14% 90
2021
Q1 		$5.84M Buy
50,871
+3
+0% +$349 0.29% 75
2020
Q4 		$5.98M Buy
+50,868
New +$5.97M 0.31% 70

Other funds holding GVI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Buckingham Strategic Wealth's GVI Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 0.87% in Q2 2024, buying an estimated $10K and bringing the position to 11,293 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #313.

Buckingham Strategic Wealth first reported a position in GVI in Q4 2020 and has held it in 15 quarters since. The position peaked at $5.98M in Q4 2020. 257 funds tracked by Wall St. Rank hold GVI as of Q2 2024.

  • Buckingham Strategic Wealth held 11,293 shares of iShares Intermediate Government/Credit Bond ETF worth $1.17M as of Q2 2024.
  • Buckingham Strategic Wealth bought 97 iShares Intermediate Government/Credit Bond ETF shares in Q2 2024, an estimated $10K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #313 holding.
  • Buckingham Strategic Wealth first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2020 and has held it in 15 quarters since.
  • Buckingham Strategic Wealth's iShares Intermediate Government/Credit Bond ETF position peaked at $5.98M in Q4 2020.
  • 257 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.