Horan Securities’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Horan Securities’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 Q3	–	Sell	-380	Closed	-$40K	–	669
2022 Q2	$40K	Hold	380	–	–	0.02%	194
2022 Q1	$41K	Hold	380	–	–	0.02%	195
2021 Q4	$43K	Buy	+380	New	+$43.4K	0.03%	183
2021 Q2	$44K	Hold	380	–	–	0.03%	175
2021 Q1	$44K	Hold	380	–	–	0.04%	153
2020 Q4	$45K	Hold	380	–	–	0.04%	131
2020 Q3	$45K	Hold	380	–	–	0.04%	107
2020 Q2	$45K	Hold	380	–	–	0.05%	76
2020 Q1	$44K	Buy	+380	New	+$43.3K	0.06%	72
2019 Q4	–	Sell	-380	Closed	-$43K	–	107
2019 Q3	$43K	Hold	380	–	–	0.05%	77
2019 Q2	$43K	Hold	380	–	–	0.05%	75
2019 Q1	$42K	Buy	380 +100	+36%	+$10.9K	0.04%	71
2018 Q4	$30K	Buy	+280	New	+$30K	0.04%	90

Other funds holding GVI

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

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

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

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

DIP

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

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

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

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Horan Securities's GVI Position: Q3 2022 in Review

Horan Securities sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2022, closing a stake of 380 shares — an estimated $40K sold.

Horan Securities first reported a position in GVI in Q4 2018 and held it in 13 quarters. The position peaked at $45K in Q4 2020. 219 funds tracked by Wall St. Rank hold GVI as of Q3 2022.

Horan Securities reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2022 after selling out during the quarter.
Horan Securities sold 380 iShares Intermediate Government/Credit Bond ETF shares in Q3 2022, an estimated $40K.
Horan Securities first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2018 and held it in 13 quarters.
Horan Securities's iShares Intermediate Government/Credit Bond ETF position peaked at $45K in Q4 2020.
219 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2022.

Based on Horan Securities's 13F filing for Q3 2022, filed 12 Oct 2022.