LVZ Inc’s iShares Government/Credit Bond ETF GBF Stock Holding History

LVZ Inc’s Portfolio GBF Stock Details GBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-2,555	Closed	-$300K	–	35
2016 Q3	$300K	Sell	2,555 -27	-1%	-$3.17K	2.92%	16
2016 Q2	$304K	Hold	2,582	–	–	3.31%	10
2016 Q1	$297K	Buy	2,582 +738	+40%	+$83.7K	0.14%	36
2015 Q4	$206K	Hold	1,844	–	–	2.82%	21
2015 Q3	$209K	Buy	+1,844	New	+$208K	0.13%	39

Other funds holding GBF

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CSM

CAMG Solamere Management Charlotte, North Carolina $122M AUM 33.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BAC

Boys Arnold & Co Asheville, North Carolina $566M AUM 6.76% 1-Year Est. Return

LVZ Inc's GBF Position: Q4 2016 in Review

LVZ Inc sold out of iShares Government/Credit Bond ETF (GBF) in Q4 2016, closing a stake of 2,555 shares — an estimated $300K sold.

LVZ Inc first reported a position in GBF in Q3 2015 and held it in 5 quarters. The position peaked at $304K in Q2 2016. 41 funds tracked by Wall St. Rank hold GBF as of Q4 2016.

LVZ Inc reported no remaining iShares Government/Credit Bond ETF position as of Q4 2016 after selling out during the quarter.
LVZ Inc sold 2,555 iShares Government/Credit Bond ETF shares in Q4 2016, an estimated $300K.
LVZ Inc first reported a position in iShares Government/Credit Bond ETF in Q3 2015 and held it in 5 quarters.
LVZ Inc's iShares Government/Credit Bond ETF position peaked at $304K in Q2 2016.
41 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q4 2016.

Based on LVZ Inc's 13F filing for Q4 2016, filed 27 Jan 2017.