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MSI Financial Services’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

MSI Financial Services’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
2016
Q4 		$81K Buy
737
+378
+105% +$41.9K ﹤0.01% 1571
2016
Q3 		$41K Buy
359
+80
+29% +$9.03K ﹤0.01% 1939
2016
Q2 		$32K Buy
279
+1
+0.4% +$112 ﹤0.01% 2079
2016
Q1 		$31K Buy
278
+214
+334% +$23.7K ﹤0.01% 2048
2015
Q4 		$7K Hold
64
– – ﹤0.01% 2905
2015
Q3 		$7K Hold
64
– – ﹤0.01% 2239
2015
Q2 		$7K Hold
64
– – ﹤0.01% 2294
2015
Q1 		$7K Hold
64
– – ﹤0.01% 2298
2014
Q4 		$7K Buy
+64
New +$7.09K ﹤0.01% 1995
2014
Q3 		– Sell
-42
Closed -$5K – 2677
2014
Q2 		$5K Buy
+42
New +$4.64K ﹤0.01% 2069
2014
Q1 		– Sell
-185
Closed -$20K – 2561
2013
Q4 		$20K Sell
185
-106
-36% -$11.7K ﹤0.01% 1390
2013
Q3 		$32K Buy
291
+24
+9% +$2.63K 0.01% 1029
2013
Q2 		$29K Buy
+267
New +$29.8K 0.01% 1094

Other funds holding GVI

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

MSI Financial Services's GVI Position: Q4 2016 in Review

MSI Financial Services increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 105% in Q4 2016, buying an estimated $41.9K and bringing the position to 737 shares worth $81K. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

MSI Financial Services first reported a position in GVI in Q2 2013 and has held it in 13 quarters since. 141 funds tracked by Wall St. Rank hold GVI as of Q4 2016.

  • MSI Financial Services held 737 shares of iShares Intermediate Government/Credit Bond ETF worth $81K as of Q4 2016.
  • MSI Financial Services bought 378 iShares Intermediate Government/Credit Bond ETF shares in Q4 2016, an estimated $41.9K.
  • iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1571 holding.
  • MSI Financial Services first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2013 and has held it in 13 quarters since.
  • 141 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.