Lehman & Derafelo Financial Resources’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	–	Sell	-62	Closed	-$6K	–	124
2022 Q3	$6K	Hold	62	–	–	﹤0.01%	179
2022 Q2	$7K	Buy	+62	New	+$6.58K	﹤0.01%	182
2021 Q4	–	Sell	-62	Closed	-$7K	–	126
2021 Q3	$7K	Sell	62 -1	-2%	-$116	﹤0.01%	180
2021 Q2	$7K	Hold	63	–	–	﹤0.01%	203
2021 Q1	$7K	Hold	63	–	–	﹤0.01%	205
2020 Q4	$7K	Hold	63	–	–	﹤0.01%	203
2020 Q3	$7K	Hold	63	–	–	﹤0.01%	240
2020 Q2	$7K	Buy	+63	New	+$7.35K	﹤0.01%	223

Other funds holding GVI

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

DIP

DT Investment Partners Chadds Ford, Pennsylvania $1.2B AUM 16.89% 1-Year Est. Return

Horizon Bancorp Michigan City, Indiana $208M AUM 11.11% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lehman & Derafelo Financial Resources's GVI Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2022, closing a stake of 62 shares — an estimated $6K sold.

Lehman & Derafelo Financial Resources first reported a position in GVI in Q2 2020 and held it in 8 quarters. The position peaked at $7K in Q2 2022. 231 funds tracked by Wall St. Rank hold GVI as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 62 iShares Intermediate Government/Credit Bond ETF shares in Q4 2022, an estimated $6K.
Lehman & Derafelo Financial Resources first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2020 and held it in 8 quarters.
Lehman & Derafelo Financial Resources's iShares Intermediate Government/Credit Bond ETF position peaked at $7K in Q2 2022.
231 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.