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

Fulton 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
2024
Q3 		– Sell
-1,949
Closed -$202K – 665
2024
Q2 		$202K Hold
1,949
– – 0.01% 604
2024
Q1 		$203K Hold
1,949
– – 0.01% 590
2023
Q4 		$204K Buy
+1,949
New +$199K 0.01% 569

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Fulton Bank's GVI Position: Q3 2024 in Review

Fulton Bank sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2024, closing a stake of 1,949 shares — an estimated $202K sold.

Fulton Bank first reported a position in GVI in Q4 2023 and held it in 3 quarters. The position peaked at $204K in Q4 2023. 269 funds tracked by Wall St. Rank hold GVI as of Q3 2024.

  • Fulton Bank reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Fulton Bank sold 1,949 iShares Intermediate Government/Credit Bond ETF shares in Q3 2024, an estimated $202K.
  • Fulton Bank first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2023 and held it in 3 quarters.
  • Fulton Bank's iShares Intermediate Government/Credit Bond ETF position peaked at $204K in Q4 2023.
  • 269 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2024.

Based on Fulton Bank's 13F filing for Q3 2024, filed 7 Oct 2024.