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Great Valley Advisor Group’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Great Valley Advisor Group’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
2019
Q1 		– Sell
-11,848
Closed -$623K – 301
2018
Q4 		$623K Buy
+11,848
New +$1.27M 0.23% 100

Other funds holding GVI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Great Valley Advisor Group's GVI Position: Q1 2019 in Review

Great Valley Advisor Group sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2019, closing a stake of 11,848 shares — an estimated $623K sold.

Great Valley Advisor Group first reported a position in GVI in Q4 2018 and held it in 1 quarter. The position peaked at $623K in Q4 2018. 203 funds tracked by Wall St. Rank hold GVI as of Q1 2019.

  • Great Valley Advisor Group reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Great Valley Advisor Group sold 11,848 iShares Intermediate Government/Credit Bond ETF shares in Q1 2019, an estimated $623K.
  • Great Valley Advisor Group first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2018 and held it in 1 quarter.
  • Great Valley Advisor Group's iShares Intermediate Government/Credit Bond ETF position peaked at $623K in Q4 2018.
  • 203 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2019.

Based on Great Valley Advisor Group's 13F filing for Q1 2019, filed 26 Apr 2019.