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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 $1.37T AUM 24.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.62B AUM 17.53% 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 $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return