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

Clear Perspective 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
2021 Q4	$528K	Hold	4,638	–	–	0.16%	95
2021 Q3	$534K	Hold	4,638	–	–	0.18%	85
2021 Q2	$536K	Sell	4,638 -3,294	-42%	-$380K	0.19%	82
2021 Q1	$911K	Buy	7,932 +3,294	+71%	+$383K	0.36%	57
2020 Q4	$546K	Hold	4,638	–	–	0.22%	80
2020 Q3	$1.73K	Hold	4,638	–	–	0.81%	22
2020 Q2	$546K	Hold	4,638	–	–	0.3%	61
2020 Q1	$532K	Hold	4,638	–	–	0.36%	59
2019 Q4	$523K	Hold	4,638	–	–	0.32%	76
2019 Q3	$525K	Hold	4,638	–	–	0.24%	79
2019 Q2	$521K	Hold	4,638	–	–	0.33%	73
2019 Q1	$511K	Hold	4,638	–	–	0.36%	74
2018 Q4	$502K	Buy	+4,638	New	+$497K	0.42%	74
2018 Q2	–	Sell	-3,275	Closed	-$355K	–	499
2018 Q1	$355K	Hold	3,275	–	–	0.27%	95
2017 Q4	$359K	Hold	3,275	–	–	0.27%	93
2017 Q3	$363K	Buy	+3,275	New	+$364K	0.3%	87

Other funds holding GVI

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

DIP

DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Clear Perspective Advisors's GVI Position: Q4 2021 in Review

Clear Perspective Advisors held its iShares Intermediate Government/Credit Bond ETF (GVI) position steady in Q4 2021 at 4,638 shares worth $528K. The position accounts for 0.16% of the portfolio, ranked #95.

Clear Perspective Advisors first reported a position in GVI in Q3 2017 and has held it in 16 quarters since. The position peaked at $911K in Q1 2021. 224 funds tracked by Wall St. Rank hold GVI as of Q4 2021.

Clear Perspective Advisors held 4,638 shares of iShares Intermediate Government/Credit Bond ETF worth $528K as of Q4 2021.
Clear Perspective Advisors left its iShares Intermediate Government/Credit Bond ETF share count unchanged in Q4 2021.
iShares Intermediate Government/Credit Bond ETF made up 0.16% of Clear Perspective Advisors's portfolio in Q4 2021, its #95 holding.
Clear Perspective Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2017 and has held it in 16 quarters since.
Clear Perspective Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $911K in Q1 2021.
224 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.