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Financial Advantage’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Financial Advantage’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
Q1 		– Sell
-630
Closed -$69K – 160
2013
Q4 		$69K Buy
+630
New +$69.3K 0.06% 58

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 $27.4B AUM 24.17% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Financial Advantage's GVI Position: Q1 2014 in Review

Financial Advantage sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2014, closing a stake of 630 shares — an estimated $69K sold.

Financial Advantage first reported a position in GVI in Q4 2013 and held it in 1 quarter. The position peaked at $69K in Q4 2013. 99 funds tracked by Wall St. Rank hold GVI as of Q1 2014.

  • Financial Advantage reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Financial Advantage sold 630 iShares Intermediate Government/Credit Bond ETF shares in Q1 2014, an estimated $69K.
  • Financial Advantage first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2013 and held it in 1 quarter.
  • Financial Advantage's iShares Intermediate Government/Credit Bond ETF position peaked at $69K in Q4 2013.
  • 99 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2014.

Based on Financial Advantage's 13F filing for Q1 2014, filed 9 May 2014.