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Independent Portfolio Consultants’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$2.2M Sell
19,878
-2,384
-11% -$264K 0.91% 11
2017
Q1 		$2.45M Sell
22,262
-14,821
-40% -$1.63M 0.85% 7
2016
Q4 		$4.07M Buy
37,083
+1,298
+4% +$144K 1.34% 2
2016
Q3 		$4.04M Sell
35,785
-1,880
-5% -$212K 1.27% 3
2016
Q2 		$4.27M Sell
37,665
-29,115
-44% -$3.26M 1.34% 4
2016
Q1 		$7.48M Buy
66,780
+45,620
+216% +$5.06M 2.09% 1
2015
Q4 		$2.32M Buy
21,160
+5,953
+39% +$657K 0.69% 17
2015
Q3 		$1.69M Buy
15,207
+740
+5% +$81.9K 0.37% 88
2015
Q2 		$1.6M Sell
14,467
-10
-0.1% -$1.11K 0.32% 98
2015
Q1 		$1.62M Buy
14,477
+245
+2% +$27.3K 0.33% 104
2014
Q4 		$1.57M Sell
14,232
-325
-2% -$36K 0.32% 111
2014
Q3 		$1.6M Sell
14,557
-2,410
-14% -$266K 0.43% 45
2014
Q2 		$1.88M Sell
16,967
-400
-2% -$44.2K 0.53% 34
2014
Q1 		$1.91M Buy
+17,367
New +$1.91M 0.61% 25

Other funds holding GVI

FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Independent Portfolio Consultants's GVI Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 11% in Q2 2017, selling an estimated $264K and leaving 19,878 shares worth $2.2M. The position accounts for 0.91% of the portfolio, ranked #11.

Independent Portfolio Consultants first reported a position in GVI in Q1 2014 and has held it in 14 quarters since. The position peaked at $7.48M in Q1 2016. 148 funds tracked by Wall St. Rank hold GVI as of Q2 2017.

  • Independent Portfolio Consultants held 19,878 shares of iShares Intermediate Government/Credit Bond ETF worth $2.2M as of Q2 2017.
  • Independent Portfolio Consultants sold 2,384 iShares Intermediate Government/Credit Bond ETF shares in Q2 2017, an estimated $264K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.91% of Independent Portfolio Consultants's portfolio in Q2 2017, its #11 holding.
  • Independent Portfolio Consultants first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2014 and has held it in 14 quarters since.
  • Independent Portfolio Consultants's iShares Intermediate Government/Credit Bond ETF position peaked at $7.48M in Q1 2016.
  • 148 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.