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National Planning Corporation’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

National Planning Corporation’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
2017
Q2 		– Sell
-2,472
Closed -$273K – 756
2017
Q1 		$273K Sell
2,472
-3,831
-61% -$421K 0.02% 540
2016
Q4 		$692K Sell
6,303
-928
-13% -$103K 0.05% 298
2016
Q3 		$811K Sell
7,231
-300
-4% -$33.9K 0.06% 264
2016
Q2 		$851K Sell
7,531
-501
-6% -$56.2K 0.07% 270
2016
Q1 		$901K Sell
8,032
-945
-11% -$105K 0.08% 245
2015
Q4 		$998K Buy
8,977
+451
+5% +$49.8K 0.08% 247
2015
Q3 		$940K Sell
8,526
-191
-2% -$21.1K 0.09% 221
2015
Q2 		$965K Buy
+8,717
New +$969K 0.09% 224
2015
Q1 		– Sell
-965
Closed -$107K – 1235
2014
Q4 		$107K Buy
+965
New +$107K 0.01% 896

Other funds holding GVI

FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return