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Founders Bank & Trust’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Founders Bank & Trust’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
-1,617
Closed -$178K – 370
2013
Q4 		$178K Sell
1,617
-318
-16% -$35K 0.1% 95
2013
Q3 		$213K Sell
1,935
-705
-27% -$77.2K 0.11% 82
2013
Q2 		$290K Buy
+2,640
New +$295K 0.16% 64

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
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.83B AUM 13% 1-Year Est. Return
RWM
Raffa Wealth Management Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Founders Bank & Trust's GVI Position: Q1 2014 in Review

Founders Bank & Trust sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2014, closing a stake of 1,617 shares — an estimated $178K sold.

Founders Bank & Trust first reported a position in GVI in Q2 2013 and held it in 3 quarters. The position peaked at $290K in Q2 2013. 100 funds tracked by Wall St. Rank hold GVI as of Q1 2014.

  • Founders Bank & Trust reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Founders Bank & Trust sold 1,617 iShares Intermediate Government/Credit Bond ETF shares in Q1 2014, an estimated $178K.
  • Founders Bank & Trust first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2013 and held it in 3 quarters.
  • Founders Bank & Trust's iShares Intermediate Government/Credit Bond ETF position peaked at $290K in Q2 2013.
  • 100 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2014.

Based on Founders Bank & Trust's 13F filing for Q1 2014, filed 17 Apr 2014.