CFFP
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Center for Financial Planning’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Center for Financial Planning’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
Q2 		– Sell
-70
Closed -$7.28K – 600
2024
Q1 		$7.28K Buy
+70
New +$7.28K ﹤0.01% 438

Other funds holding GVI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B 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
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Center for Financial Planning's GVI Position: Q2 2024 in Review

Center for Financial Planning sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2024, closing a stake of 70 shares — an estimated $7.28K sold.

Center for Financial Planning first reported a position in GVI in Q1 2024 and held it in 1 quarter. The position peaked at $7.28K in Q1 2024. 257 funds tracked by Wall St. Rank hold GVI as of Q2 2024.

  • Center for Financial Planning reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Center for Financial Planning sold 70 iShares Intermediate Government/Credit Bond ETF shares in Q2 2024, an estimated $7.28K.
  • Center for Financial Planning first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2024 and held it in 1 quarter.
  • Center for Financial Planning's iShares Intermediate Government/Credit Bond ETF position peaked at $7.28K in Q1 2024.
  • 257 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2024.

Based on Center for Financial Planning's 13F filing for Q2 2024, filed 18 Jul 2024.