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Legacy Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Legacy Advisors’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
2019
Q2 		– Sell
-99
Closed -$11K – 387
2019
Q1 		$11K Buy
+99
New +$10.8K ﹤0.01% 324

Other funds holding GVI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Legacy Advisors's GVI Position: Q2 2019 in Review

Legacy Advisors sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2019, closing a stake of 99 shares — an estimated $11K sold.

Legacy Advisors first reported a position in GVI in Q1 2019 and held it in 1 quarter. The position peaked at $11K in Q1 2019. 199 funds tracked by Wall St. Rank hold GVI as of Q2 2019.

  • Legacy Advisors reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Legacy Advisors sold 99 iShares Intermediate Government/Credit Bond ETF shares in Q2 2019, an estimated $11K.
  • Legacy Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2019 and held it in 1 quarter.
  • Legacy Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $11K in Q1 2019.
  • 199 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2019.

Based on Legacy Advisors's 13F filing for Q2 2019, filed 15 Jul 2019.