Marino Stram & Associates’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Marino Stram & Associates’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	-1	Closed	–	–	280
2019 Q1	$0	Buy	+1	New	+$109	﹤0.01%	643
2018 Q4	–	Sell	-1	Closed	–	–	639
2018 Q3	$0	Hold	1	–	–	﹤0.01%	495
2018 Q2	$0	Hold	1	–	–	﹤0.01%	498
2018 Q1	$0	Hold	1	–	–	﹤0.01%	474
2017 Q4	$0	Buy	+1	New	+$110	﹤0.01%	466

Other funds holding GVI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

Marino Stram & Associates's GVI Position: Q2 2019 in Review

Marino Stram & Associates sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2019, closing a stake of 1 share.

Marino Stram & Associates first reported a position in GVI in Q4 2017 and held it in 5 quarters. The position peaked at $0 in Q1 2019. 199 funds tracked by Wall St. Rank hold GVI as of Q2 2019.

Marino Stram & Associates reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2019 after selling out during the quarter.
Marino Stram & Associates sold 1 iShares Intermediate Government/Credit Bond ETF share in Q2 2019.
Marino Stram & Associates first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2017 and held it in 5 quarters.
Marino Stram & Associates's iShares Intermediate Government/Credit Bond ETF position peaked at $0 in Q1 2019.
199 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.