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

EPG 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
2022
Q2 		– Sell
-100
Closed -$11K – 283
2022
Q1 		$11K Hold
100
– – ﹤0.01% 350
2021
Q4 		$11K Hold
100
– – ﹤0.01% 354
2021
Q3 		$12K Buy
+100
New +$11.6K ﹤0.01% 325
2020
Q2 		– Sell
-100
Closed -$11K – 390
2020
Q1 		$11K Sell
100
-106
-51% -$12.1K 0.01% 469
2019
Q4 		$23K Buy
+206
New +$23.3K 0.02% 328

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

EPG Wealth Management's GVI Position: Q2 2022 in Review

EPG Wealth Management sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2022, closing a stake of 100 shares — an estimated $11K sold.

EPG Wealth Management first reported a position in GVI in Q4 2019 and held it in 5 quarters. The position peaked at $23K in Q4 2019. 232 funds tracked by Wall St. Rank hold GVI as of Q2 2022.

  • EPG Wealth Management reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2022 after selling out during the quarter.
  • EPG Wealth Management sold 100 iShares Intermediate Government/Credit Bond ETF shares in Q2 2022, an estimated $11K.
  • EPG Wealth Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2019 and held it in 5 quarters.
  • EPG Wealth Management's iShares Intermediate Government/Credit Bond ETF position peaked at $23K in Q4 2019.
  • 232 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2022.

Based on EPG Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.