Colton Groome Financial Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Colton Groome Financial 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
2023 Q3	–	Sell	-3,230	Closed	-$332K	–	114
2023 Q2	$332K	Hold	3,230	–	–	0.16%	91
2023 Q1	$338K	Buy	3,230 +335	+12%	+$34.7K	0.16%	99
2022 Q4	$297K	Sell	2,895 -3,630	-56%	-$371K	0.15%	101
2022 Q3	$664K	Buy	6,525 +3,875	+146%	+$407K	0.34%	51
2022 Q2	$280K	Sell	2,650 -55	-2%	-$5.84K	0.14%	79
2022 Q1	$294K	Sell	2,705 -11,495	-81%	-$1.28M	0.14%	85
2021 Q4	$1.61M	Buy	+14,200	New	+$1.62M	0.66%	40

Other funds holding GVI

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Colton Groome Financial Advisors's GVI Position: Q3 2023 in Review

Colton Groome Financial Advisors sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2023, closing a stake of 3,230 shares — an estimated $332K sold.

Colton Groome Financial Advisors first reported a position in GVI in Q4 2021 and held it in 7 quarters. The position peaked at $1.61M in Q4 2021. 242 funds tracked by Wall St. Rank hold GVI as of Q3 2023.

Colton Groome Financial Advisors reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2023 after selling out during the quarter.
Colton Groome Financial Advisors sold 3,230 iShares Intermediate Government/Credit Bond ETF shares in Q3 2023, an estimated $332K.
Colton Groome Financial Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2021 and held it in 7 quarters.
Colton Groome Financial Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $1.61M in Q4 2021.
242 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2023.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.