IFAM
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Institutional & Family Asset Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Institutional & Family Asset Management’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
Q4 		– Sell
-979
Closed -$115K – 891
2020
Q3 		$115K Sell
979
-1,058
-52% -$125K 0.03% 218
2020
Q2 		$240K Sell
2,037
-2,608
-56% -$304K 0.05% 159
2020
Q1 		$533K Buy
4,645
+3,745
+416% +$427K 0.13% 103
2019
Q4 		$101K Hold
900
– – 0.02% 230
2019
Q3 		$102K Sell
900
-100
-10% -$11.3K 0.02% 211
2019
Q2 		$112K Sell
1,000
-112
-10% -$12.4K 0.02% 213
2019
Q1 		$123K Hold
1,112
– – 0.03% 218
2018
Q4 		$120K Sell
1,112
-3,543
-76% -$379K 0.03% 207
2018
Q3 		$500K Sell
4,655
-76
-2% -$8.18K 0.1% 115
2018
Q2 		$510K Sell
4,731
-363
-7% -$39K 0.11% 112
2018
Q1 		$552K Buy
+5,094
New +$553K 0.12% 106

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.2B AUM 16.89% 1-Year Est. Return