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Cary Street Partners Investment Advisory’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Cary Street Partners Investment 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
2023
Q4 		– Sell
-7
Closed -$710 – 1110
2023
Q3 		$710 Buy
+7
New +$716 ﹤0.01% 1770

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Stifel Financial
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Bank of America
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UB
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SFS
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KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cary Street Partners Investment Advisory's GVI Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2023, closing a stake of 7 shares — an estimated $710 sold.

Cary Street Partners Investment Advisory first reported a position in GVI in Q3 2023 and held it in 1 quarter. The position peaked at $710 in Q3 2023. 270 funds tracked by Wall St. Rank hold GVI as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 7 iShares Intermediate Government/Credit Bond ETF shares in Q4 2023, an estimated $710.
  • Cary Street Partners Investment Advisory first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's iShares Intermediate Government/Credit Bond ETF position peaked at $710 in Q3 2023.
  • 270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.