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C-J Advisory’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

C-J Advisory’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
2019
Q4 		– Sell
-350
Closed -$40K – 88
2019
Q3 		$40K Buy
+350
New +$39.5K 0.03% 57

Other funds holding GVI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

C-J Advisory's GVI Position: Q4 2019 in Review

C-J Advisory sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2019, closing a stake of 350 shares — an estimated $40K sold.

C-J Advisory first reported a position in GVI in Q3 2019 and held it in 1 quarter. The position peaked at $40K in Q3 2019. 203 funds tracked by Wall St. Rank hold GVI as of Q4 2019.

  • C-J Advisory reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2019 after selling out during the quarter.
  • C-J Advisory sold 350 iShares Intermediate Government/Credit Bond ETF shares in Q4 2019, an estimated $40K.
  • C-J Advisory first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2019 and held it in 1 quarter.
  • C-J Advisory's iShares Intermediate Government/Credit Bond ETF position peaked at $40K in Q3 2019.
  • 203 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2019.

Based on C-J Advisory's 13F filing for Q4 2019, filed 10 Feb 2020.