OIA
GVI icon

Optimum Investment Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Optimum Investment Advisors’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
Q4 		– Sell
-209
Closed -$24K – 979
2019
Q3 		$24K Hold
209
– – 0.01% 647
2019
Q2 		$23K Hold
209
– – 0.01% 648
2019
Q1 		$23K Hold
209
– – 0.01% 658
2018
Q4 		$23K Hold
209
– – 0.01% 627
2018
Q3 		$22K Hold
209
– – 0.01% 704
2018
Q2 		$23K Hold
209
– – 0.01% 701
2018
Q1 		$23K Buy
+209
New +$22.7K 0.01% 681
2015
Q1 		$31K Hold
274
– – 0.01% 601
2014
Q4 		$30K Hold
274
– – 0.01% 623
2014
Q3 		$30K Hold
274
– – 0.01% 565
2014
Q2 		$30K Hold
274
– – 0.01% 585
2014
Q1 		$30K Buy
274
+65
+31% +$7.16K 0.01% 450
2013
Q4 		$23K Hold
209
– – 0.01% 490
2013
Q3 		$23K Buy
+209
New +$22.9K 0.01% 469

Other funds holding GVI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return