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

Cleary Gull’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
2015 Q1	$186K	Buy	+1,663	New	+$185K	0.18%	18

Other funds holding GVI

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

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

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Cleary Gull's GVI Position: Q1 2015 in Review

Cleary Gull opened a new position in iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2015: 1,663 shares worth $186K. The stake represents 0.18% of the portfolio and ranks #18 among its holdings.

118 funds tracked by Wall St. Rank hold GVI as of Q1 2015.

Cleary Gull held 1,663 shares of iShares Intermediate Government/Credit Bond ETF worth $186K as of Q1 2015.
iShares Intermediate Government/Credit Bond ETF was a new Cleary Gull position in Q1 2015.
iShares Intermediate Government/Credit Bond ETF made up 0.18% of Cleary Gull's portfolio in Q1 2015, its #18 holding.
118 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2015.

Based on Cleary Gull's 13F filing for Q1 2015, filed 13 May 2015.