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

Cetera 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 Q1	$1.3M	Buy	+12,456	New	+$1.3M	0.01%	1024
2020 Q3	–	Sell	-2,457	Closed	-$289K	–	970
2020 Q2	$289K	Sell	2,457 -617	-20%	-$71.9K	0.01%	717
2020 Q1	$353K	Buy	3,074 +629	+26%	+$71.6K	0.02%	552
2019 Q4	$277K	Buy	2,445 +344	+16%	+$38.9K	0.01%	743
2019 Q3	$237K	Buy	+2,101	New	+$237K	0.01%	766
2019 Q2	–	Sell	-256	Closed	-$28K	–	1069
2019 Q1	$28K	Buy	+256	New	+$27.9K	﹤0.01%	1042
2017 Q1	–	Sell	-1,936	Closed	-$211K	–	801
2016 Q4	$211K	Buy	+1,936	New	+$215K	0.02%	623

Other funds holding GVI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

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

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

GAB

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Cetera Advisors's GVI Position: Q1 2024 in Review

Cetera Advisors opened a new position in iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2024: 12,456 shares worth $1.3M. The stake represents 0.01% of the portfolio and ranks #1024 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in GVI as recently as Q2 2020.

Cetera Advisors first reported a position in GVI in Q4 2016 and has held it in 7 quarters since. 263 funds tracked by Wall St. Rank hold GVI as of Q1 2024.

Cetera Advisors held 12,456 shares of iShares Intermediate Government/Credit Bond ETF worth $1.3M as of Q1 2024.
iShares Intermediate Government/Credit Bond ETF was a new Cetera Advisors position in Q1 2024.
iShares Intermediate Government/Credit Bond ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1024 holding.
Cetera Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2016 and has held it in 7 quarters since.
263 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.