Lumature Wealth Partners’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$19.3K	Sell	188 -19	-9%	-$1.98K	0.01%	283
2023 Q1	$21.6K	Hold	207	–	–	0.01%	270
2022 Q4	$21.2K	Hold	207	–	–	0.01%	264
2022 Q3	$21K	Sell	207 -58	-22%	-$6.09K	0.01%	282
2022 Q2	$28K	Sell	265 -179	-40%	-$19K	0.01%	268
2022 Q1	$48K	Sell	444 -80	-15%	-$8.89K	0.02%	259
2021 Q4	$60K	Hold	524	–	–	0.02%	216
2021 Q3	$60K	Sell	524 -30	-5%	-$3.48K	0.02%	223
2021 Q2	$64K	Sell	554 -73	-12%	-$8.43K	0.03%	214
2021 Q1	$72K	Sell	627 -157	-20%	-$18.3K	0.04%	199
2020 Q4	$92K	Buy	+784	New	+$92.1K	0.09%	135

Other funds holding GVI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $2.1B AUM 19.14% 1-Year Est. Return

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

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

GAB

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

DIP

DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return

Lumature Wealth Partners's GVI Position: Q2 2023 in Review

Lumature Wealth Partners reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 9.2% in Q2 2023, selling an estimated $1.98K and leaving 188 shares worth $19.3K. The position accounts for 0.01% of the portfolio, ranked #283.

Lumature Wealth Partners first reported a position in GVI in Q4 2020 and has held it in 11 quarters since. The position peaked at $92K in Q4 2020. 236 funds tracked by Wall St. Rank hold GVI as of Q2 2023.

Lumature Wealth Partners held 188 shares of iShares Intermediate Government/Credit Bond ETF worth $19.3K as of Q2 2023.
Lumature Wealth Partners sold 19 iShares Intermediate Government/Credit Bond ETF shares in Q2 2023, an estimated $1.98K.
iShares Intermediate Government/Credit Bond ETF made up 0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #283 holding.
Lumature Wealth Partners first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's iShares Intermediate Government/Credit Bond ETF position peaked at $92K in Q4 2020.
236 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.