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

Frontier 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
2020
Q4 		– Sell
-2,582
Closed -$304K – 381
2020
Q3 		$304K Buy
+2,582
New +$304K 0.03% 279

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return

Frontier Wealth Management's GVI Position: Q4 2020 in Review

Frontier Wealth Management sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2020, closing a stake of 2,582 shares — an estimated $304K sold.

Frontier Wealth Management first reported a position in GVI in Q3 2020 and held it in 1 quarter. The position peaked at $304K in Q3 2020. 207 funds tracked by Wall St. Rank hold GVI as of Q4 2020.

  • Frontier Wealth Management reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Frontier Wealth Management sold 2,582 iShares Intermediate Government/Credit Bond ETF shares in Q4 2020, an estimated $304K.
  • Frontier Wealth Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2020 and held it in 1 quarter.
  • Frontier Wealth Management's iShares Intermediate Government/Credit Bond ETF position peaked at $304K in Q3 2020.
  • 207 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2020.

Based on Frontier Wealth Management's 13F filing for Q4 2020, filed 16 Feb 2021.