Partners Capital Investment Group
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Partners Capital Investment Group’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Partners Capital Investment 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
Q3 		– Sell
-2,954
Closed -$342K – 143
2021
Q2 		$342K Hold
2,954
– – 0.02% 136
2021
Q1 		$339K Buy
+2,954
New +$344K 0.01% 135

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Envestnet Asset Management
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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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
F.L. Putnam Investment Management
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Partners Capital Investment Group's GVI Position: Q3 2021 in Review

Partners Capital Investment Group sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2021, closing a stake of 2,954 shares — an estimated $342K sold.

Partners Capital Investment Group first reported a position in GVI in Q1 2021 and held it in 2 quarters. The position peaked at $342K in Q2 2021. 207 funds tracked by Wall St. Rank hold GVI as of Q3 2021.

  • Partners Capital Investment Group reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Partners Capital Investment Group sold 2,954 iShares Intermediate Government/Credit Bond ETF shares in Q3 2021, an estimated $342K.
  • Partners Capital Investment Group first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2021 and held it in 2 quarters.
  • Partners Capital Investment Group's iShares Intermediate Government/Credit Bond ETF position peaked at $342K in Q2 2021.
  • 207 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2021.

Based on Partners Capital Investment Group's 13F filing for Q3 2021, filed 15 Nov 2021.