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Pathstone Family Office’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Pathstone Family Office’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
2019
Q3 		– Sell
-95
Closed -$11K – 659
2019
Q2 		$11K Hold
95
– – ﹤0.01% 515
2019
Q1 		$10K Buy
+95
New +$10.3K ﹤0.01% 511

Other funds holding GVI

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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Pathstone Family Office's GVI Position: Q3 2019 in Review

Pathstone Family Office sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2019, closing a stake of 95 shares — an estimated $11K sold.

Pathstone Family Office first reported a position in GVI in Q1 2019 and held it in 2 quarters. The position peaked at $11K in Q2 2019. 200 funds tracked by Wall St. Rank hold GVI as of Q3 2019.

  • Pathstone Family Office reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Pathstone Family Office sold 95 iShares Intermediate Government/Credit Bond ETF shares in Q3 2019, an estimated $11K.
  • Pathstone Family Office first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2019 and held it in 2 quarters.
  • Pathstone Family Office's iShares Intermediate Government/Credit Bond ETF position peaked at $11K in Q2 2019.
  • 200 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2019.

Based on Pathstone Family Office's 13F filing for Q3 2019, filed 13 Nov 2019.