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GoalVest Advisory’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

GoalVest Advisory’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
Q1 		– Sell
-145
Closed -$15.2K – 435
2023
Q4 		$15.2K Buy
+145
New +$14.8K 0.01% 231

Other funds holding GVI

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
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
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
UMB Bank
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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

GoalVest Advisory's GVI Position: Q1 2024 in Review

GoalVest Advisory sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2024, closing a stake of 145 shares — an estimated $15.2K sold.

GoalVest Advisory first reported a position in GVI in Q4 2023 and held it in 1 quarter. The position peaked at $15.2K in Q4 2023. 263 funds tracked by Wall St. Rank hold GVI as of Q1 2024.

  • GoalVest Advisory reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2024 after selling out during the quarter.
  • GoalVest Advisory sold 145 iShares Intermediate Government/Credit Bond ETF shares in Q1 2024, an estimated $15.2K.
  • GoalVest Advisory first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2023 and held it in 1 quarter.
  • GoalVest Advisory's iShares Intermediate Government/Credit Bond ETF position peaked at $15.2K in Q4 2023.
  • 263 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2024.

Based on GoalVest Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.