DI
GVI icon

Disciplined Investments’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Disciplined Investments’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
2022
Q2 		– Sell
-66
Closed -$7K – 1402
2022
Q1 		$7K Hold
66
– – ﹤0.01% 410
2021
Q4 		$8K Hold
66
– – ﹤0.01% 363
2021
Q3 		$8K Hold
66
– – ﹤0.01% 316
2021
Q2 		$8K Hold
66
– – ﹤0.01% 309
2021
Q1 		$8K Hold
66
– – ﹤0.01% 271
2020
Q4 		$8K Hold
66
– – 0.01% 238
2020
Q3 		$8K Hold
66
– – 0.01% 271
2020
Q2 		$8K Hold
66
– – 0.01% 282
2020
Q1 		$8K Sell
66
-8
-11% -$911 0.01% 285
2019
Q4 		$8K Buy
+74
New +$8.36K 0.01% 303

Other funds holding GVI

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Disciplined Investments's GVI Position: Q2 2022 in Review

Disciplined Investments sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2022, closing a stake of 66 shares — an estimated $7K sold.

Disciplined Investments first reported a position in GVI in Q4 2019 and held it in 10 quarters. The position peaked at $8K in Q4 2021. 232 funds tracked by Wall St. Rank hold GVI as of Q2 2022.

  • Disciplined Investments reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Disciplined Investments sold 66 iShares Intermediate Government/Credit Bond ETF shares in Q2 2022, an estimated $7K.
  • Disciplined Investments first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2019 and held it in 10 quarters.
  • Disciplined Investments's iShares Intermediate Government/Credit Bond ETF position peaked at $8K in Q4 2021.
  • 232 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2022.

Based on Disciplined Investments's 13F filing for Q2 2022, filed 9 Aug 2022.