MCC
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Money Concepts Capital’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Money Concepts Capital’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
2022
Q4 		– Sell
-1,297
Closed -$132K – 3283
2022
Q3 		$132K Hold
1,297
– – 0.01% 510
2022
Q2 		$138K Sell
1,297
-3,326
-72% -$353K 0.01% 496
2022
Q1 		$502K Buy
4,623
+3,397
+277% +$377K 0.03% 435
2021
Q4 		$139K Buy
+1,226
New +$140K 0.01% 522
2021
Q1 		$18K Sell
160
-102
-39% -$11.9K ﹤0.01% 628
2020
Q4 		$31K Buy
+262
New +$30.8K ﹤0.01% 553

Other funds holding GVI

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.2B AUM 16.89% 1-Year Est. Return
HB
Horizon Bancorp Michigan City, Indiana $208M AUM 11.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return