Maxim Capital Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Maxim Capital Management’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
2020 Q2	$19.8M	Buy	167,567 +6,593	+4%	+$769K	17.65%	1
2020 Q1	$18.5M	Sell	160,974 -26,803	-14%	-$3.05M	19.14%	1
2019 Q4	$20.3M	Buy	187,777 +26,812	+17%	+$3.03M	20.99%	1
2019 Q3	$18.2M	Buy	160,965 +38	+0%	+$4.29K	16.44%	1
2019 Q2	$18.1M	Sell	160,927 -6,709	-4%	-$742K	16.91%	1
2019 Q1	$18.5M	Sell	167,636 -20,141	-11%	-$2.19M	17.22%	1
2018 Q4	$20.3M	Buy	+187,777	New	+$20.1M	20.99%	1

Other funds holding GVI

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

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

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

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

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

SFS

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

HCM

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

Maxim Capital Management's GVI Position: Q2 2020 in Review

Maxim Capital Management increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 4.1% in Q2 2020, buying an estimated $769K and bringing the position to 167,567 shares worth $19.8M. The position accounts for 17.65% of the portfolio, ranked #1.

Maxim Capital Management first reported a position in GVI in Q4 2018 and has held it in 7 quarters since. The position peaked at $20.3M in Q4 2019. 198 funds tracked by Wall St. Rank hold GVI as of Q2 2020.

Maxim Capital Management held 167,567 shares of iShares Intermediate Government/Credit Bond ETF worth $19.8M as of Q2 2020.
Maxim Capital Management bought 6,593 iShares Intermediate Government/Credit Bond ETF shares in Q2 2020, an estimated $769K.
iShares Intermediate Government/Credit Bond ETF made up 17.65% of Maxim Capital Management's portfolio in Q2 2020, its #1 holding.
Maxim Capital Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2018 and has held it in 7 quarters since.
Maxim Capital Management's iShares Intermediate Government/Credit Bond ETF position peaked at $20.3M in Q4 2019.
198 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2020.

Based on Maxim Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.