Heritage Wealth Management (Arizona)’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$269K	Buy	2,622 +1,191	+83%	+$122K	0.04%	308
2022 Q3	$146K	Sell	1,431 -300	-17%	-$31.5K	0.05%	283
2022 Q2	$183K	Sell	1,731 -523	-23%	-$55.5K	0.06%	254
2022 Q1	$245K	Buy	+2,254	New	+$250K	0.07%	233
2021 Q3	$260K	Hold	2,254	–	–	0.09%	172
2021 Q2	$261K	Hold	2,254	–	–	0.1%	180
2021 Q1	$259K	Buy	+2,254	New	+$262K	0.15%	123

Other funds holding GVI

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

DIP

DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return

Horizon Bancorp Michigan City, Indiana $213M AUM 13.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s GVI Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 83% in Q4 2022, buying an estimated $122K and bringing the position to 2,622 shares worth $269K. The position accounts for 0.04% of the portfolio, ranked #308.

Heritage Wealth Management (Arizona) first reported a position in GVI in Q1 2021 and has held it in 7 quarters since. 232 funds tracked by Wall St. Rank hold GVI as of Q4 2022.

Heritage Wealth Management (Arizona) held 2,622 shares of iShares Intermediate Government/Credit Bond ETF worth $269K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 1,191 iShares Intermediate Government/Credit Bond ETF shares in Q4 2022, an estimated $122K.
iShares Intermediate Government/Credit Bond ETF made up 0.04% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #308 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2021 and has held it in 7 quarters since.
232 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.