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Dowling & Yahnke’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Dowling & Yahnke’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
Q3 		– Sell
-13,055
Closed -$1.38M – 379
2022
Q2 		$1.38M Buy
+13,055
New +$1.39M 0.06% 204

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 22.96% 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
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dowling & Yahnke's GVI Position: Q3 2022 in Review

Dowling & Yahnke sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2022, closing a stake of 13,055 shares — an estimated $1.38M sold.

Dowling & Yahnke first reported a position in GVI in Q2 2022 and held it in 1 quarter. The position peaked at $1.38M in Q2 2022. 219 funds tracked by Wall St. Rank hold GVI as of Q3 2022.

  • Dowling & Yahnke reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Dowling & Yahnke sold 13,055 iShares Intermediate Government/Credit Bond ETF shares in Q3 2022, an estimated $1.38M.
  • Dowling & Yahnke first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2022 and held it in 1 quarter.
  • Dowling & Yahnke's iShares Intermediate Government/Credit Bond ETF position peaked at $1.38M in Q2 2022.
  • 219 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.