EWM
GVI icon

Elite Wealth Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Elite Wealth Management’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
-272
Closed -$30K – 468
2014
Q1 		$30K Buy
+272
New +$29.9K 0.02% 161

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 $30.4B AUM 27.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
RWM
Raffa Wealth Management Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Elite Wealth Management's GVI Position: Q2 2014 in Review

Elite Wealth Management sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2014, closing a stake of 272 shares — an estimated $30K sold.

Elite Wealth Management first reported a position in GVI in Q1 2014 and held it in 1 quarter. The position peaked at $30K in Q1 2014. 104 funds tracked by Wall St. Rank hold GVI as of Q2 2014.

  • Elite Wealth Management reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Elite Wealth Management sold 272 iShares Intermediate Government/Credit Bond ETF shares in Q2 2014, an estimated $30K.
  • Elite Wealth Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2014 and held it in 1 quarter.
  • Elite Wealth Management's iShares Intermediate Government/Credit Bond ETF position peaked at $30K in Q1 2014.
  • 104 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2014.

Based on Elite Wealth Management's 13F filing for Q2 2014, filed 23 Nov 2016.