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

Clearshares’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 		$2.98M Hold
25,863
– – 2.24% 23
2021
Q3 		$2.98M Buy
25,863
+640
+3% +$74.2K 2.24% 23
2021
Q2 		$2.92M Buy
25,223
+11,044
+78% +$1.28M 2.27% 22
2021
Q1 		$1.63M Buy
+14,179
New +$1.65M 1.32% 29
2020
Q3 		$2.86M Hold
24,260
– – 2.48% 20
2020
Q2 		$2.85M Hold
24,260
– – 2.28% 24
2020
Q1 		$2.78M Buy
24,260
+4,944
+26% +$563K 3.92% 16
2019
Q4 		$2.18M Buy
+19,316
New +$2.18M 2.03% 22

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KeyBank National Association
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Clearshares's GVI Position: Q4 2021 in Review

Clearshares held its iShares Intermediate Government/Credit Bond ETF (GVI) position steady in Q4 2021 at 25,863 shares worth $2.98M. The position accounts for 2.24% of the portfolio, ranked #23.

Clearshares first reported a position in GVI in Q4 2019 and has held it in 8 quarters since. 224 funds tracked by Wall St. Rank hold GVI as of Q4 2021.

  • Clearshares held 25,863 shares of iShares Intermediate Government/Credit Bond ETF worth $2.98M as of Q4 2021.
  • Clearshares left its iShares Intermediate Government/Credit Bond ETF share count unchanged in Q4 2021.
  • iShares Intermediate Government/Credit Bond ETF made up 2.24% of Clearshares's portfolio in Q4 2021, its #23 holding.
  • Clearshares first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2019 and has held it in 8 quarters since.
  • 224 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2021.

Based on Clearshares's 13F filing for Q4 2021, filed 24 Mar 2022.