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Cardiff Park Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Cardiff Park Advisors’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
Q4 		– Sell
-1,559
Closed -$167K – 345
2024
Q3 		$167K Buy
1,559
+13
+0.8% +$1.38K 0.02% 260
2024
Q2 		$160K Buy
1,546
+12
+0.8% +$1.24K 0.02% 250
2024
Q1 		$159K Buy
1,534
+9
+0.6% +$936 0.02% 268
2023
Q4 		$160K Buy
+1,525
New +$156K 0.02% 246

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
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B 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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Cardiff Park Advisors's GVI Position: Q4 2024 in Review

Cardiff Park Advisors sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2024, closing a stake of 1,559 shares — an estimated $167K sold.

Cardiff Park Advisors first reported a position in GVI in Q4 2023 and held it in 4 quarters. The position peaked at $167K in Q3 2024. 278 funds tracked by Wall St. Rank hold GVI as of Q4 2024.

  • Cardiff Park Advisors reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Cardiff Park Advisors sold 1,559 iShares Intermediate Government/Credit Bond ETF shares in Q4 2024, an estimated $167K.
  • Cardiff Park Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2023 and held it in 4 quarters.
  • Cardiff Park Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $167K in Q3 2024.
  • 278 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2024.

Based on Cardiff Park Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.