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Granite FO LLC’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Granite FO LLC’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
Q2 		– Sell
-675
Closed -$71.9K – 116
2024
Q1 		$71.9K Hold
675
– – 0.04% 85
2023
Q4 		$70.7K Hold
675
– – 0.05% 88
2023
Q3 		$68.4K Hold
675
– – 0.05% 85
2023
Q2 		$69.5K Hold
675
– – 0.05% 96
2023
Q1 		$70.8K Hold
675
– – 0.04% 138
2022
Q4 		$69.7K Buy
+675
New +$69K 0.05% 91

Other funds holding GVI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Granite FO LLC's GVI Position: Q2 2024 in Review

Granite FO LLC sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2024, closing a stake of 675 shares — an estimated $71.9K sold.

Granite FO LLC first reported a position in GVI in Q4 2022 and held it in 6 quarters. The position peaked at $71.9K in Q1 2024. 257 funds tracked by Wall St. Rank hold GVI as of Q2 2024.

  • Granite FO LLC reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Granite FO LLC sold 675 iShares Intermediate Government/Credit Bond ETF shares in Q2 2024, an estimated $71.9K.
  • Granite FO LLC first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2022 and held it in 6 quarters.
  • Granite FO LLC's iShares Intermediate Government/Credit Bond ETF position peaked at $71.9K in Q1 2024.
  • 257 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2024.

Based on Granite FO LLC's 13F filing for Q2 2024, filed 16 Aug 2024.