Kingsview Wealth Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Kingsview Wealth 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
2022 Q3	–	Sell	-3,205	Closed	-$338K	–	845
2022 Q2	$338K	Hold	3,205	–	–	0.02%	628
2022 Q1	$348K	Hold	3,205	–	–	0.02%	661
2021 Q4	$365K	Hold	3,205	–	–	0.02%	663
2021 Q3	$369K	Hold	3,205	–	–	0.02%	624
2021 Q2	$370K	Hold	3,205	–	–	0.02%	644
2021 Q1	$369K	Buy	+3,205	New	+$373K	0.02%	587

Other funds holding GVI

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kingsview Wealth Management's GVI Position: Q3 2022 in Review

Kingsview Wealth Management sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2022, closing a stake of 3,205 shares — an estimated $338K sold.

Kingsview Wealth Management first reported a position in GVI in Q1 2021 and held it in 6 quarters. The position peaked at $370K in Q2 2021. 219 funds tracked by Wall St. Rank hold GVI as of Q3 2022.

Kingsview Wealth Management reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2022 after selling out during the quarter.
Kingsview Wealth Management sold 3,205 iShares Intermediate Government/Credit Bond ETF shares in Q3 2022, an estimated $338K.
Kingsview Wealth Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2021 and held it in 6 quarters.
Kingsview Wealth Management's iShares Intermediate Government/Credit Bond ETF position peaked at $370K in Q2 2021.
219 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2022.

Based on Kingsview Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.