CGL
GVI icon

Clarius Group LLC’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Clarius Group LLC’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
-12,027
Closed -$1.22M – 486
2023
Q3 		$1.22M Buy
+12,027
New +$1.23M 0.12% 98
2023
Q2 		– Sell
-6,892
Closed -$720K – 501
2023
Q1 		$720K Buy
+6,892
New +$713K 0.06% 179

Other funds holding GVI

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 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 $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

Clarius Group LLC's GVI Position: Q4 2023 in Review

Clarius Group LLC sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2023, closing a stake of 12,027 shares — an estimated $1.22M sold.

Clarius Group LLC first reported a position in GVI in Q1 2023 and held it in 2 quarters. The position peaked at $1.22M in Q3 2023. 270 funds tracked by Wall St. Rank hold GVI as of Q4 2023.

  • Clarius Group LLC reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Clarius Group LLC sold 12,027 iShares Intermediate Government/Credit Bond ETF shares in Q4 2023, an estimated $1.22M.
  • Clarius Group LLC first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2023 and held it in 2 quarters.
  • Clarius Group LLC's iShares Intermediate Government/Credit Bond ETF position peaked at $1.22M in Q3 2023.
  • 270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2023.

Based on Clarius Group LLC's 13F filing for Q4 2023, filed 29 Jan 2024.