Essex Savings Bank’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Essex Savings Bank’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
2023 Q1	–	Sell	-2,897	Closed	-$297K	–	228
2022 Q4	$297K	Buy	+2,897	New	+$296K	0.1%	176
2019 Q3	–	Sell	-518	Closed	-$58K	–	363
2019 Q2	$58K	Hold	518	–	–	0.02%	421
2019 Q1	$57K	Hold	518	–	–	0.03%	276
2018 Q4	$56K	Buy	+518	New	+$55.5K	0.04%	279

Other funds holding GVI

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

DIP

DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return

Horizon Bancorp Michigan City, Indiana $213M AUM 13.24% 1-Year Est. Return

Essex Savings Bank's GVI Position: Q1 2023 in Review

Essex Savings Bank sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2023, closing a stake of 2,897 shares — an estimated $297K sold.

Essex Savings Bank first reported a position in GVI in Q4 2018 and held it in 4 quarters. The position peaked at $297K in Q4 2022. 217 funds tracked by Wall St. Rank hold GVI as of Q1 2023.

Essex Savings Bank reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2023 after selling out during the quarter.
Essex Savings Bank sold 2,897 iShares Intermediate Government/Credit Bond ETF shares in Q1 2023, an estimated $297K.
Essex Savings Bank first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2018 and held it in 4 quarters.
Essex Savings Bank's iShares Intermediate Government/Credit Bond ETF position peaked at $297K in Q4 2022.
217 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2023.

Based on Essex Savings Bank's 13F filing for Q1 2023, filed 24 Apr 2023.