Burney Company’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Burney Company’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
2018 Q4	–	Sell	-1,975	Closed	-$212K	–	436
2018 Q3	$212K	Sell	1,975 -264	-12%	-$28.4K	0.01%	427
2018 Q2	$241K	Buy	2,239 +280	+14%	+$30.1K	0.01%	401
2018 Q1	$212K	Hold	1,959	–	–	0.01%	395
2017 Q4	$215K	Hold	1,959	–	–	0.01%	409
2017 Q3	$217K	Buy	+1,959	New	+$218K	0.01%	376
2017 Q1	–	Sell	-2,329	Closed	-$256K	–	398
2016 Q4	$256K	Buy	+2,329	New	+$258K	0.02%	337
2016 Q3	–	Sell	-1,764	Closed	-$200K	–	383
2016 Q2	$200K	Buy	+1,764	New	+$198K	0.01%	361

Other funds holding GVI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Burney Company's GVI Position: Q4 2018 in Review

Burney Company sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2018, closing a stake of 1,975 shares — an estimated $212K sold.

Burney Company first reported a position in GVI in Q2 2016 and held it in 7 quarters. The position peaked at $256K in Q4 2016. 190 funds tracked by Wall St. Rank hold GVI as of Q4 2018.

Burney Company reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2018 after selling out during the quarter.
Burney Company sold 1,975 iShares Intermediate Government/Credit Bond ETF shares in Q4 2018, an estimated $212K.
Burney Company first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2016 and held it in 7 quarters.
Burney Company's iShares Intermediate Government/Credit Bond ETF position peaked at $256K in Q4 2016.
190 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2018.

Based on Burney Company's 13F filing for Q4 2018, filed 12 Feb 2019.