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Kathleen S. Wright Associates’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Kathleen S. Wright 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
2024
Q4 		– Sell
-156
Closed -$16.7K – 280
2024
Q3 		$16.7K Buy
+156
New +$16.5K 0.01% 218

Other funds holding GVI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
UMB Bank
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Kathleen S. Wright Associates's GVI Position: Q4 2024 in Review

Kathleen S. Wright Associates sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2024, closing a stake of 156 shares — an estimated $16.7K sold.

Kathleen S. Wright Associates first reported a position in GVI in Q3 2024 and held it in 1 quarter. The position peaked at $16.7K in Q3 2024. 278 funds tracked by Wall St. Rank hold GVI as of Q4 2024.

  • Kathleen S. Wright Associates reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 156 iShares Intermediate Government/Credit Bond ETF shares in Q4 2024, an estimated $16.7K.
  • Kathleen S. Wright Associates first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2024 and held it in 1 quarter.
  • Kathleen S. Wright Associates's iShares Intermediate Government/Credit Bond ETF position peaked at $16.7K in Q3 2024.
  • 278 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2024.

Based on Kathleen S. Wright Associates's 13F filing for Q4 2024, filed 27 Jan 2025.