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	–	635
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

HL Financial Services's GVI Position: Q1 2019 in Review

HL Financial Services increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 0.05% in Q1 2019, buying an estimated $1.09K and bringing the position to 19,263 shares worth $2.12M. The position accounts for 0.03% of the portfolio, ranked #279.

HL Financial Services first reported a position in GVI in Q2 2017 and has held it in 7 quarters since. 203 funds tracked by Wall St. Rank hold GVI as of Q1 2019.

HL Financial Services held 19,263 shares of iShares Intermediate Government/Credit Bond ETF worth $2.12M as of Q1 2019.
HL Financial Services bought 10 iShares Intermediate Government/Credit Bond ETF shares in Q1 2019, an estimated $1.09K.
iShares Intermediate Government/Credit Bond ETF made up 0.03% of HL Financial Services's portfolio in Q1 2019, its #279 holding.
HL Financial Services first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2017 and has held it in 7 quarters since.
203 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.