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EP Wealth Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

EP Wealth Advisors’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
-956
Closed -$104K – 663
2022
Q1 		$104K Buy
+956
New +$106K ﹤0.01% 623

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

EP Wealth Advisors's GVI Position: Q2 2022 in Review

EP Wealth Advisors sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2022, closing a stake of 956 shares — an estimated $104K sold.

EP Wealth Advisors first reported a position in GVI in Q1 2022 and held it in 1 quarter. The position peaked at $104K in Q1 2022. 232 funds tracked by Wall St. Rank hold GVI as of Q2 2022.

  • EP Wealth Advisors reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2022 after selling out during the quarter.
  • EP Wealth Advisors sold 956 iShares Intermediate Government/Credit Bond ETF shares in Q2 2022, an estimated $104K.
  • EP Wealth Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2022 and held it in 1 quarter.
  • EP Wealth Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $104K in Q1 2022.
  • 232 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2022.

Based on EP Wealth Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.