Independence Wealth Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Independence Wealth Advisors’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
2020 Q2	–	Sell	-34,004	Closed	-$3.9M	–	20
2020 Q1	$3.9M	Buy	34,004 +1,301	+4%	+$148K	4.69%	11
2019 Q4	$3.68M	Buy	32,703 +2,285	+8%	+$258K	3.58%	12
2019 Q3	$3.44M	Buy	+30,418	New	+$3.43M	3.63%	12
2018 Q2	–	Sell	-29,730	Closed	-$3.22M	–	23
2018 Q1	$3.22M	Buy	29,730 +637	+2%	+$69.1K	2.98%	16
2017 Q4	$3.19M	Buy	+29,093	New	+$3.21M	2.92%	15

Other funds holding GVI

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

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

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

SFS

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

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

GAB

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

Independence Wealth Advisors's GVI Position: Q2 2020 in Review

Independence Wealth Advisors sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2020, closing a stake of 34,004 shares — an estimated $3.9M sold.

Independence Wealth Advisors first reported a position in GVI in Q4 2017 and held it in 5 quarters. The position peaked at $3.9M in Q1 2020. 199 funds tracked by Wall St. Rank hold GVI as of Q2 2020.

Independence Wealth Advisors reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2020 after selling out during the quarter.
Independence Wealth Advisors sold 34,004 iShares Intermediate Government/Credit Bond ETF shares in Q2 2020, an estimated $3.9M.
Independence Wealth Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2017 and held it in 5 quarters.
Independence Wealth Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $3.9M in Q1 2020.
199 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2020.

Based on Independence Wealth Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.