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Core Wealth Advisors (Florida)’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Core Wealth Advisors (Florida)’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
Q1 		– Sell
-51
Closed -$5.22K – 267
2022
Q4 		$5.22K Hold
51
– – ﹤0.01% 209
2022
Q3 		$5K Hold
51
– – ﹤0.01% 171
2022
Q2 		$5K Buy
+51
New +$5.41K ﹤0.01% 175

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return
HB
Horizon Bancorp Michigan City, Indiana $213M AUM 13.24% 1-Year Est. Return

Core Wealth Advisors (Florida)'s GVI Position: Q1 2023 in Review

Core Wealth Advisors (Florida) sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2023, closing a stake of 51 shares — an estimated $5.22K sold.

Core Wealth Advisors (Florida) first reported a position in GVI in Q2 2022 and held it in 3 quarters. The position peaked at $5.22K in Q4 2022. 217 funds tracked by Wall St. Rank hold GVI as of Q1 2023.

  • Core Wealth Advisors (Florida) reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 51 iShares Intermediate Government/Credit Bond ETF shares in Q1 2023, an estimated $5.22K.
  • Core Wealth Advisors (Florida) first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2022 and held it in 3 quarters.
  • Core Wealth Advisors (Florida)'s iShares Intermediate Government/Credit Bond ETF position peaked at $5.22K in Q4 2022.
  • 217 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2023, filed 27 Apr 2023.