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Calton & Associates’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Calton & 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
2018
Q1 		– Sell
-1,090
Closed -$118K – 717
2017
Q4 		$118K Buy
+1,090
New +$120K 0.03% 444

Other funds holding GVI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Calton & Associates's GVI Position: Q1 2018 in Review

Calton & Associates sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2018, closing a stake of 1,090 shares — an estimated $118K sold.

Calton & Associates first reported a position in GVI in Q4 2017 and held it in 1 quarter. The position peaked at $118K in Q4 2017. 175 funds tracked by Wall St. Rank hold GVI as of Q1 2018.

  • Calton & Associates reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 1,090 iShares Intermediate Government/Credit Bond ETF shares in Q1 2018, an estimated $118K.
  • Calton & Associates first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's iShares Intermediate Government/Credit Bond ETF position peaked at $118K in Q4 2017.
  • 175 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.