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Integrated Wealth Management (Palm Desert)’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-1,129
Closed -$127K – 552
2016
Q3 		$127K Hold
1,129
– – 0.05% 287
2016
Q2 		$128K Hold
1,129
– – 0.05% 280
2016
Q1 		$127K Hold
1,129
– – 0.05% 252
2015
Q4 		$124K Hold
1,129
– – 0.05% 254
2015
Q3 		$125K Hold
1,129
– – 0.05% 244
2015
Q2 		$125K Hold
1,129
– – 0.05% 252
2015
Q1 		$126K Buy
+1,129
New +$126K 0.05% 250

Other funds holding GVI

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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 $30.4B AUM 27.51% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 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
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s GVI Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2016, closing a stake of 1,129 shares — an estimated $127K sold.

Integrated Wealth Management (Palm Desert) first reported a position in GVI in Q1 2015 and held it in 7 quarters. The position peaked at $128K in Q2 2016. 141 funds tracked by Wall St. Rank hold GVI as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1,129 iShares Intermediate Government/Credit Bond ETF shares in Q4 2016, an estimated $127K.
  • Integrated Wealth Management (Palm Desert) first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s iShares Intermediate Government/Credit Bond ETF position peaked at $128K in Q2 2016.
  • 141 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.