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Oxford Financial Group’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Oxford Financial Group’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
2021
Q4 		– Sell
-232
Closed -$27K – 277
2021
Q3 		$27K Hold
232
– – ﹤0.01% 227
2021
Q2 		$27K Hold
232
– – ﹤0.01% 208
2021
Q1 		$27K Buy
+232
New +$27K ﹤0.01% 197

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Oxford Financial Group's GVI Position: Q4 2021 in Review

Oxford Financial Group sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2021, closing a stake of 232 shares — an estimated $27K sold.

Oxford Financial Group first reported a position in GVI in Q1 2021 and held it in 3 quarters. The position peaked at $27K in Q3 2021. 224 funds tracked by Wall St. Rank hold GVI as of Q4 2021.

  • Oxford Financial Group reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Oxford Financial Group sold 232 iShares Intermediate Government/Credit Bond ETF shares in Q4 2021, an estimated $27K.
  • Oxford Financial Group first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2021 and held it in 3 quarters.
  • Oxford Financial Group's iShares Intermediate Government/Credit Bond ETF position peaked at $27K in Q3 2021.
  • 224 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2021.

Based on Oxford Financial Group's 13F filing for Q4 2021, filed 10 Feb 2022.