Orion Portfolio Solutions
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Orion Portfolio Solutions’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-8
Closed -$1K – 1088
2020
Q2 		$1K Hold
8
– – ﹤0.01% 1988
2020
Q1 		$1K Buy
+8
New +$911 ﹤0.01% 1723

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
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 22.9% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return

Orion Portfolio Solutions's GVI Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2020, closing a stake of 8 shares — an estimated $1K sold.

Orion Portfolio Solutions first reported a position in GVI in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q2 2020. 198 funds tracked by Wall St. Rank hold GVI as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 8 iShares Intermediate Government/Credit Bond ETF shares in Q3 2020, an estimated $1K.
  • Orion Portfolio Solutions first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's iShares Intermediate Government/Credit Bond ETF position peaked at $1K in Q2 2020.
  • 198 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.