MJP Associates’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

MJP 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
2021 Q4	–	Sell	-28,409	Closed	-$3.27M	–	160
2021 Q3	$3.27M	Buy	28,409 +279	+1%	+$32.3K	1.11%	18
2021 Q2	$3.25M	Buy	28,130 +772	+3%	+$89.1K	1.09%	18
2021 Q1	$3.14M	Sell	27,358 -915	-3%	-$106K	1.28%	18
2020 Q4	$3.33M	Buy	+28,273	New	+$3.32M	1.4%	19

Other funds holding GVI

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

DIP

DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

MJP Associates's GVI Position: Q4 2021 in Review

MJP Associates sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2021, closing a stake of 28,409 shares — an estimated $3.27M sold.

MJP Associates first reported a position in GVI in Q4 2020 and held it in 4 quarters. The position peaked at $3.33M in Q4 2020. 224 funds tracked by Wall St. Rank hold GVI as of Q4 2021.

MJP Associates reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2021 after selling out during the quarter.
MJP Associates sold 28,409 iShares Intermediate Government/Credit Bond ETF shares in Q4 2021, an estimated $3.27M.
MJP Associates first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2020 and held it in 4 quarters.
MJP Associates's iShares Intermediate Government/Credit Bond ETF position peaked at $3.33M in Q4 2020.
224 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2021.

Based on MJP Associates's 13F filing for Q4 2021, filed 18 Jan 2022.