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Crestwood Advisors Group’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Crestwood Advisors 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
2023
Q4 		– Sell
-3,137
Closed -$318K – 407
2023
Q3 		$318K Buy
+3,137
New +$321K 0.01% 290
2017
Q2 		– Sell
-150
Closed -$17K – 265
2017
Q1 		$17K Buy
+150
New +$16.5K ﹤0.01% 393

Other funds holding GVI

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Portfolio Solutions
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

Crestwood Advisors Group's GVI Position: Q4 2023 in Review

Crestwood Advisors Group sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2023, closing a stake of 3,137 shares — an estimated $318K sold.

Crestwood Advisors Group first reported a position in GVI in Q1 2017 and held it in 2 quarters. The position peaked at $318K in Q3 2023. 270 funds tracked by Wall St. Rank hold GVI as of Q4 2023.

  • Crestwood Advisors Group reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Crestwood Advisors Group sold 3,137 iShares Intermediate Government/Credit Bond ETF shares in Q4 2023, an estimated $318K.
  • Crestwood Advisors Group first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2017 and held it in 2 quarters.
  • Crestwood Advisors Group's iShares Intermediate Government/Credit Bond ETF position peaked at $318K in Q3 2023.
  • 270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2023.

Based on Crestwood Advisors Group's 13F filing for Q4 2023, filed 29 Jan 2024.