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Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2024
Q2 		– Sell
-1,097
Closed -$112K – 562
2024
Q1 		$112K Buy
+1,097
New +$114K ﹤0.01% 324
2020
Q2 		– Sell
-91
Closed -$10K – 609
2020
Q1 		$10K Hold
91
– – ﹤0.01% 539
2019
Q4 		$10K Buy
+91
New +$10.3K ﹤0.01% 579

Other funds holding GVI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 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
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's GVI Position: Q2 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2024, closing a stake of 1,097 shares — an estimated $112K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in GVI in Q4 2019 and held it in 3 quarters. The position peaked at $112K in Q1 2024. 257 funds tracked by Wall St. Rank hold GVI as of Q2 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,097 iShares Intermediate Government/Credit Bond ETF shares in Q2 2024, an estimated $112K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2019 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $112K in Q1 2024.
  • 257 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.