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

Carmichael Hill & 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
2022 Q3	–	Sell	-108	Closed	-$11K	–	838
2022 Q2	$11K	Hold	108	–	–	0.01%	539
2022 Q1	$12K	Hold	108	–	–	0.01%	565
2021 Q4	$12K	Hold	108	–	–	0.01%	591
2021 Q3	$12K	Hold	108	–	–	0.01%	578
2021 Q2	$12K	Hold	108	–	–	0.01%	576
2021 Q1	$12K	Hold	108	–	–	0.01%	568
2020 Q4	$13K	Hold	108	–	–	0.01%	531
2020 Q3	$13K	Hold	108	–	–	0.01%	491
2020 Q2	$13K	Hold	108	–	–	0.01%	467
2020 Q1	$12K	Hold	108	–	–	0.01%	439
2019 Q4	$12K	Buy	+108	New	+$12.2K	0.01%	462

Other funds holding GVI

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

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

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

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

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

DIP

DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Carmichael Hill & Associates's GVI Position: Q3 2022 in Review

Carmichael Hill & Associates sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2022, closing a stake of 108 shares — an estimated $11K sold.

Carmichael Hill & Associates first reported a position in GVI in Q4 2019 and held it in 11 quarters. The position peaked at $13K in Q4 2020. 219 funds tracked by Wall St. Rank hold GVI as of Q3 2022.

Carmichael Hill & Associates reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2022 after selling out during the quarter.
Carmichael Hill & Associates sold 108 iShares Intermediate Government/Credit Bond ETF shares in Q3 2022, an estimated $11K.
Carmichael Hill & Associates first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2019 and held it in 11 quarters.
Carmichael Hill & Associates's iShares Intermediate Government/Credit Bond ETF position peaked at $13K in Q4 2020.
219 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2022.

Based on Carmichael Hill & Associates's 13F filing for Q3 2022, filed 10 Nov 2022.