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Partnervest Advisory Services’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Partnervest Advisory Services’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
2016
Q1 		– Sell
-11,169
Closed -$1.22M – 194
2015
Q4 		$1.22M Sell
11,169
-193
-2% -$21.3K 0.68% 26
2015
Q3 		$1.26M Buy
11,362
+256
+2% +$28.3K 0.72% 20
2015
Q2 		$1.23M Sell
11,106
-4,510
-29% -$501K 0.61% 27
2015
Q1 		$1.75M Sell
15,616
-3,345
-18% -$373K 0.9% 17
2014
Q4 		$2.1M Sell
18,961
-1,168
-6% -$129K 1.02% 17
2014
Q3 		$2.22M Buy
+20,129
New +$2.23M 1.15% 14

Other funds holding GVI

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Partnervest Advisory Services's GVI Position: Q1 2016 in Review

Partnervest Advisory Services sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2016, closing a stake of 11,169 shares — an estimated $1.22M sold.

Partnervest Advisory Services first reported a position in GVI in Q3 2014 and held it in 6 quarters. The position peaked at $2.22M in Q3 2014. 129 funds tracked by Wall St. Rank hold GVI as of Q1 2016.

  • Partnervest Advisory Services reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Partnervest Advisory Services sold 11,169 iShares Intermediate Government/Credit Bond ETF shares in Q1 2016, an estimated $1.22M.
  • Partnervest Advisory Services first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2014 and held it in 6 quarters.
  • Partnervest Advisory Services's iShares Intermediate Government/Credit Bond ETF position peaked at $2.22M in Q3 2014.
  • 129 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2016.

Based on Partnervest Advisory Services's 13F filing for Q1 2016, filed 3 May 2016.