GI
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Gradient Investments’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Gradient Investments’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
-15
Closed -$1.56K – 725
2024
Q2 		$1.56K Sell
15
-692
-98% -$71.4K ﹤0.01% 1017
2024
Q1 		$73.5K Buy
707
+530
+299% +$55.1K ﹤0.01% 387
2023
Q4 		$18.5K Buy
177
+162
+1,080% +$16.6K ﹤0.01% 716
2023
Q3 		$1.52K Hold
15
– – ﹤0.01% 1248
2023
Q2 		$1.54K Hold
15
– – ﹤0.01% 1217
2023
Q1 		$1.57K Buy
+15
New +$1.55K ﹤0.01% 1142

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 22.9% 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 $6.58B AUM 23.57% 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

Gradient Investments's GVI Position: Q3 2024 in Review

Gradient Investments sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2024, closing a stake of 15 shares — an estimated $1.56K sold.

Gradient Investments first reported a position in GVI in Q1 2023 and held it in 6 quarters. The position peaked at $73.5K in Q1 2024. 269 funds tracked by Wall St. Rank hold GVI as of Q3 2024.

  • Gradient Investments reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 15 iShares Intermediate Government/Credit Bond ETF shares in Q3 2024, an estimated $1.56K.
  • Gradient Investments first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2023 and held it in 6 quarters.
  • Gradient Investments's iShares Intermediate Government/Credit Bond ETF position peaked at $73.5K in Q1 2024.
  • 269 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.