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

Cornerstone Wealth Group’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
2020 Q1	–	Sell	-29,245	Closed	-$3.29M	–	130
2019 Q4	$3.29M	Buy	29,245 +1,163	+4%	+$131K	0.89%	31
2019 Q3	$3.18M	Buy	28,082 +91	+0.3%	+$10.3K	0.8%	34
2019 Q2	$3.14M	Buy	27,991 +474	+2%	+$52.5K	0.85%	27
2019 Q1	$3.03M	Buy	+27,517	New	+$3M	0.76%	27

Other funds holding GVI

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

SFS

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cornerstone Wealth Group's GVI Position: Q1 2020 in Review

Cornerstone Wealth Group sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2020, closing a stake of 29,245 shares — an estimated $3.29M sold.

Cornerstone Wealth Group first reported a position in GVI in Q1 2019 and held it in 4 quarters. The position peaked at $3.29M in Q4 2019. 212 funds tracked by Wall St. Rank hold GVI as of Q1 2020.

Cornerstone Wealth Group reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2020 after selling out during the quarter.
Cornerstone Wealth Group sold 29,245 iShares Intermediate Government/Credit Bond ETF shares in Q1 2020, an estimated $3.29M.
Cornerstone Wealth Group first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2019 and held it in 4 quarters.
Cornerstone Wealth Group's iShares Intermediate Government/Credit Bond ETF position peaked at $3.29M in Q4 2019.
212 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2020.

Based on Cornerstone Wealth Group's 13F filing for Q1 2020, filed 6 May 2020.