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	–	971
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Optimum Investment Advisors's GVI Position: Q4 2019 in Review

Optimum Investment Advisors sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2019, closing a stake of 209 shares — an estimated $24K sold.

Optimum Investment Advisors first reported a position in GVI in Q3 2013 and held it in 14 quarters. The position peaked at $31K in Q1 2015. 203 funds tracked by Wall St. Rank hold GVI as of Q4 2019.

Optimum Investment Advisors reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2019 after selling out during the quarter.
Optimum Investment Advisors sold 209 iShares Intermediate Government/Credit Bond ETF shares in Q4 2019, an estimated $24K.
Optimum Investment Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2013 and held it in 14 quarters.
Optimum Investment Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $31K in Q1 2015.
203 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2019.

Based on Optimum Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.