JPLA
GVI icon

Joseph P. Lucia & Associates’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Joseph P. Lucia & Associates’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
2021
Q4 		– Sell
-160
Closed -$18K – 287
2021
Q3 		$18K Hold
160
– – 0.01% 321
2021
Q2 		$18K Hold
160
– – 0.01% 327
2021
Q1 		$18K Buy
+160
New +$18.6K 0.01% 299

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
KeyBank National Association
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Joseph P. Lucia & Associates's GVI Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2021, closing a stake of 160 shares — an estimated $18K sold.

Joseph P. Lucia & Associates first reported a position in GVI in Q1 2021 and held it in 3 quarters. The position peaked at $18K in Q3 2021. 224 funds tracked by Wall St. Rank hold GVI as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 160 iShares Intermediate Government/Credit Bond ETF shares in Q4 2021, an estimated $18K.
  • Joseph P. Lucia & Associates first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2021 and held it in 3 quarters.
  • Joseph P. Lucia & Associates's iShares Intermediate Government/Credit Bond ETF position peaked at $18K in Q3 2021.
  • 224 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.