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Highwater Wealth Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Highwater Wealth Management’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
Q3 		$387K Buy
+3,419
New +$386K 1.71% 17

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Highwater Wealth Management's GVI Position: Q3 2019 in Review

Highwater Wealth Management opened a new position in iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2019: 3,419 shares worth $387K. The stake represents 1.71% of the portfolio and ranks #17 among its holdings.

200 funds tracked by Wall St. Rank hold GVI as of Q3 2019.

  • Highwater Wealth Management held 3,419 shares of iShares Intermediate Government/Credit Bond ETF worth $387K as of Q3 2019.
  • iShares Intermediate Government/Credit Bond ETF was a new Highwater Wealth Management position in Q3 2019.
  • iShares Intermediate Government/Credit Bond ETF made up 1.71% of Highwater Wealth Management's portfolio in Q3 2019, its #17 holding.
  • 200 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2019.

Based on Highwater Wealth Management's 13F filing for Q3 2019, filed 17 Oct 2019.