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MBE Wealth Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

MBE Wealth 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 		– Sell
-121
Closed -$13K – 237
2020
Q1 		$13K Buy
+121
New +$13.8K 0.01% 266

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

MBE Wealth Management's GVI Position: Q2 2020 in Review

MBE Wealth Management sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2020, closing a stake of 121 shares — an estimated $13K sold.

MBE Wealth Management first reported a position in GVI in Q1 2020 and held it in 1 quarter. The position peaked at $13K in Q1 2020. 199 funds tracked by Wall St. Rank hold GVI as of Q2 2020.

  • MBE Wealth Management reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 121 iShares Intermediate Government/Credit Bond ETF shares in Q2 2020, an estimated $13K.
  • MBE Wealth Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's iShares Intermediate Government/Credit Bond ETF position peaked at $13K in Q1 2020.
  • 199 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2020.

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