HL Financial Services’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

HL Financial Services’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	$2.12M	Buy	19,263 +10	+0.1%	+$1.09K	0.03%	279
2018 Q4	$2.08M	Buy	19,253 +46	+0.2%	+$4.93K	0.04%	263
2018 Q3	$2.06M	Buy	19,207 +795	+4%	+$85.5K	0.03%	279
2018 Q2	$1.98M	Buy	18,412 +1,303	+8%	+$140K	0.03%	272
2018 Q1	$1.85M	Buy	+17,109	New	+$1.86M	0.03%	267
2017 Q4	–	Sell	-15,853	Closed	-$1.76M	–	636
2017 Q3	$1.76M	Buy	15,853 +11,452	+260%	+$1.27M	0.03%	265
2017 Q2	$487K	Buy	+4,401	New	+$488K	0.01%	472

Other funds holding GVI

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KeyBank National Association

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return