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Chilton Capital Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Chilton Capital 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
2024
Q2 		– Sell
-100
Closed -$10.4K – 641
2024
Q1 		$10.4K Sell
100
-13
-12% -$1.35K ﹤0.01% 473
2023
Q4 		$11.8K Buy
+113
New +$11.5K ﹤0.01% 464

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

Chilton Capital Management's GVI Position: Q2 2024 in Review

Chilton Capital Management sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2024, closing a stake of 100 shares — an estimated $10.4K sold.

Chilton Capital Management first reported a position in GVI in Q4 2023 and held it in 2 quarters. The position peaked at $11.8K in Q4 2023. 257 funds tracked by Wall St. Rank hold GVI as of Q2 2024.

  • Chilton Capital Management reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Chilton Capital Management sold 100 iShares Intermediate Government/Credit Bond ETF shares in Q2 2024, an estimated $10.4K.
  • Chilton Capital Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2023 and held it in 2 quarters.
  • Chilton Capital Management's iShares Intermediate Government/Credit Bond ETF position peaked at $11.8K in Q4 2023.
  • 257 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2024.

Based on Chilton Capital Management's 13F filing for Q2 2024, filed 1 Aug 2024.