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

HBK Sorce 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
2023
Q2 		– Sell
-18,575
Closed -$1.94M – 587
2023
Q1 		$1.94M Sell
18,575
-21,153
-53% -$2.19M 0.09% 139
2022
Q4 		$4.07M Buy
+39,728
New +$4.06M 0.11% 127

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 $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.2B AUM 16.89% 1-Year Est. Return

HBK Sorce Advisory's GVI Position: Q2 2023 in Review

HBK Sorce Advisory sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2023, closing a stake of 18,575 shares — an estimated $1.94M sold.

HBK Sorce Advisory first reported a position in GVI in Q4 2022 and held it in 2 quarters. The position peaked at $4.07M in Q4 2022. 235 funds tracked by Wall St. Rank hold GVI as of Q2 2023.

  • HBK Sorce Advisory reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2023 after selling out during the quarter.
  • HBK Sorce Advisory sold 18,575 iShares Intermediate Government/Credit Bond ETF shares in Q2 2023, an estimated $1.94M.
  • HBK Sorce Advisory first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2022 and held it in 2 quarters.
  • HBK Sorce Advisory's iShares Intermediate Government/Credit Bond ETF position peaked at $4.07M in Q4 2022.
  • 235 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2023.

Based on HBK Sorce Advisory's 13F filing for Q2 2023, filed 4 Aug 2023.