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McAdam LLC’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

McAdam LLC’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
-2,271
Closed -$261K – 130
2020
Q1 		$261K Hold
2,271
– – 0.07% 81
2019
Q4 		$256K Hold
2,271
– – 0.06% 69
2019
Q3 		$257K Buy
+2,271
New +$256K 0.07% 61

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

McAdam LLC's GVI Position: Q2 2020 in Review

McAdam LLC sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2020, closing a stake of 2,271 shares — an estimated $261K sold.

McAdam LLC first reported a position in GVI in Q3 2019 and held it in 3 quarters. The position peaked at $261K in Q1 2020. 199 funds tracked by Wall St. Rank hold GVI as of Q2 2020.

  • McAdam LLC reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2020 after selling out during the quarter.
  • McAdam LLC sold 2,271 iShares Intermediate Government/Credit Bond ETF shares in Q2 2020, an estimated $261K.
  • McAdam LLC first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2019 and held it in 3 quarters.
  • McAdam LLC's iShares Intermediate Government/Credit Bond ETF position peaked at $261K in Q1 2020.
  • 199 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2020.

Based on McAdam LLC's 13F filing for Q2 2020, filed 31 Jul 2020.