Ken Fisher
GVI icon

Ken Fisher’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Ken Fisher’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
Q1 		– Sell
-2,902
Closed -$327K – 812
2019
Q4 		$327K Buy
+2,902
New +$328K ﹤0.01% 709
2014
Q2 		– Sell
-2,168
Closed -$239K – 566
2014
Q1 		$239K Buy
+2,168
New +$239K ﹤0.01% 465

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $82.4B AUM 19.69% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ken Fisher's GVI Position: Q1 2020 in Review

Ken Fisher sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2020, closing a stake of 2,902 shares — an estimated $327K sold.

Ken Fisher first reported a position in GVI in Q1 2014 and held it in 2 quarters. The position peaked at $327K in Q4 2019. 212 funds tracked by Wall St. Rank hold GVI as of Q1 2020.

  • Ken Fisher reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Ken Fisher sold 2,902 iShares Intermediate Government/Credit Bond ETF shares in Q1 2020, an estimated $327K.
  • Ken Fisher first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2014 and held it in 2 quarters.
  • Ken Fisher's iShares Intermediate Government/Credit Bond ETF position peaked at $327K in Q4 2019.
  • 212 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2020.

Based on Fisher Asset Management's 13F filing for Q1 2020, filed 28 Apr 2020.