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Hefty Wealth Partners’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Hefty Wealth Partners’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
2018
Q1 		– Sell
-7
Closed -$1K – 255
2017
Q4 		$1K Sell
7
-14
-67% -$1.54K ﹤0.01% 245
2017
Q3 		$2K Buy
+21
New +$2.33K ﹤0.01% 240

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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Hefty Wealth Partners's GVI Position: Q1 2018 in Review

Hefty Wealth Partners sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2018, closing a stake of 7 shares — an estimated $1K sold.

Hefty Wealth Partners first reported a position in GVI in Q3 2017 and held it in 2 quarters. The position peaked at $2K in Q3 2017. 175 funds tracked by Wall St. Rank hold GVI as of Q1 2018.

  • Hefty Wealth Partners reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Hefty Wealth Partners sold 7 iShares Intermediate Government/Credit Bond ETF shares in Q1 2018, an estimated $1K.
  • Hefty Wealth Partners first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2017 and held it in 2 quarters.
  • Hefty Wealth Partners's iShares Intermediate Government/Credit Bond ETF position peaked at $2K in Q3 2017.
  • 175 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.