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

MRA Associates USA’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
2019
Q3 		$542K Buy
4,786
+604
+14% +$68.1K 2.13% 14
2019
Q2 		$470K Hold
4,182
– – 1.85% 14
2019
Q1 		$461K Hold
4,182
– – 0.82% 13
2018
Q4 		$453K Buy
+4,182
New +$448K 0.69% 13

Other funds holding GVI

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
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

MRA Associates USA's GVI Position: Q3 2019 in Review

MRA Associates USA increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 14% in Q3 2019, buying an estimated $68.1K and bringing the position to 4,786 shares worth $542K. The position accounts for 2.13% of the portfolio, ranked #14.

MRA Associates USA first reported a position in GVI in Q4 2018 and has held it in 4 quarters since. 200 funds tracked by Wall St. Rank hold GVI as of Q3 2019.

  • MRA Associates USA held 4,786 shares of iShares Intermediate Government/Credit Bond ETF worth $542K as of Q3 2019.
  • MRA Associates USA bought 604 iShares Intermediate Government/Credit Bond ETF shares in Q3 2019, an estimated $68.1K.
  • iShares Intermediate Government/Credit Bond ETF made up 2.13% of MRA Associates USA's portfolio in Q3 2019, its #14 holding.
  • MRA Associates USA first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2018 and has held it in 4 quarters since.
  • 200 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2019.

Based on MRA Associates USA's 13F filing for Q3 2019, filed 8 Nov 2019.