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Cherry Tree Wealth Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Cherry Tree Wealth Management’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
Q3 		– Sell
-7
Closed -$721 – 602
2023
Q2 		$721 Buy
+7
New +$728 ﹤0.01% 551

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Cherry Tree Wealth Management's GVI Position: Q3 2023 in Review

Cherry Tree Wealth Management sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2023, closing a stake of 7 shares — an estimated $721 sold.

Cherry Tree Wealth Management first reported a position in GVI in Q2 2023 and held it in 1 quarter. The position peaked at $721 in Q2 2023. 242 funds tracked by Wall St. Rank hold GVI as of Q3 2023.

  • Cherry Tree Wealth Management reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 7 iShares Intermediate Government/Credit Bond ETF shares in Q3 2023, an estimated $721.
  • Cherry Tree Wealth Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2023 and held it in 1 quarter.
  • Cherry Tree Wealth Management's iShares Intermediate Government/Credit Bond ETF position peaked at $721 in Q2 2023.
  • 242 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2023.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.