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Global Wealth Strategies & Associates’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Global Wealth Strategies & Associates’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
-157
Closed -$16.1K – 371
2022
Q4 		$16.1K Buy
+157
New +$16K 0.01% 117

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
US Bancorp
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
HB
Horizon Bancorp Michigan City, Indiana $208M AUM 11.11% 1-Year Est. Return

Global Wealth Strategies & Associates's GVI Position: Q1 2023 in Review

Global Wealth Strategies & Associates sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2023, closing a stake of 157 shares — an estimated $16.1K sold.

Global Wealth Strategies & Associates first reported a position in GVI in Q4 2022 and held it in 1 quarter. The position peaked at $16.1K in Q4 2022. 217 funds tracked by Wall St. Rank hold GVI as of Q1 2023.

  • Global Wealth Strategies & Associates reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 157 iShares Intermediate Government/Credit Bond ETF shares in Q1 2023, an estimated $16.1K.
  • Global Wealth Strategies & Associates first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2022 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's iShares Intermediate Government/Credit Bond ETF position peaked at $16.1K in Q4 2022.
  • 217 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2023, filed 3 Apr 2023.