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Curian Capital’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Curian Capital’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
2014
Q2 		– Sell
-554,453
Closed -$61M – 594
2014
Q1 		$61M Buy
554,453
+33,095
+6% +$3.64M 1.08% 22
2013
Q4 		$57M Sell
521,358
-78,480
-13% -$8.63M 1.01% 20
2013
Q3 		$66M Buy
599,838
+13,459
+2% +$1.47M 1.18% 20
2013
Q2 		$64.4M Buy
+586,379
New +$65.5M 1.17% 21

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 $27.4B AUM 24.17% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCMH
Cornerstone Capital Management Holdings New York $14.3B AUM 33.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Curian Capital's GVI Position: Q2 2014 in Review

Curian Capital sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2014, closing a stake of 554,453 shares — an estimated $61M sold.

Curian Capital first reported a position in GVI in Q2 2013 and held it in 4 quarters. The position peaked at $66M in Q3 2013. 103 funds tracked by Wall St. Rank hold GVI as of Q2 2014.

  • Curian Capital reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Curian Capital sold 554,453 iShares Intermediate Government/Credit Bond ETF shares in Q2 2014, an estimated $61M.
  • Curian Capital first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2013 and held it in 4 quarters.
  • Curian Capital's iShares Intermediate Government/Credit Bond ETF position peaked at $66M in Q3 2013.
  • 103 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2014.

Based on Curian Capital's 13F filing for Q2 2014, filed 29 Jul 2014.