CW
GVI icon

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

Cobiz Wealth’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
2013
Q3 		– Sell
-785
Closed -$86K – 214
2013
Q2 		$86K Buy
+785
New +$87.7K 0.02% 143

Other funds holding GVI

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ANBTV
American National Bank & Trust (Virginia) Danville, Virginia $423M AUM
NIC
Northwest Investment Counselors Lake Oswego, Oregon $442M AUM 29.9% 1-Year Est. Return

Cobiz Wealth's GVI Position: Q3 2013 in Review

Cobiz Wealth sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2013, closing a stake of 785 shares — an estimated $86K sold.

Cobiz Wealth first reported a position in GVI in Q2 2013 and held it in 1 quarter. The position peaked at $86K in Q2 2013. 94 funds tracked by Wall St. Rank hold GVI as of Q3 2013.

  • Cobiz Wealth reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 785 iShares Intermediate Government/Credit Bond ETF shares in Q3 2013, an estimated $86K.
  • Cobiz Wealth first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's iShares Intermediate Government/Credit Bond ETF position peaked at $86K in Q2 2013.
  • 94 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.