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Peak Financial Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Peak Financial Management’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
2015
Q4 		$279K Buy
+2,546
New +$281K 0.13% 25

Other funds holding GVI

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Peak Financial Management's GVI Position: Q4 2015 in Review

Peak Financial Management opened a new position in iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2015: 2,546 shares worth $279K. The stake represents 0.13% of the portfolio and ranks #25 among its holdings.

131 funds tracked by Wall St. Rank hold GVI as of Q4 2015.

  • Peak Financial Management held 2,546 shares of iShares Intermediate Government/Credit Bond ETF worth $279K as of Q4 2015.
  • iShares Intermediate Government/Credit Bond ETF was a new Peak Financial Management position in Q4 2015.
  • iShares Intermediate Government/Credit Bond ETF made up 0.13% of Peak Financial Management's portfolio in Q4 2015, its #25 holding.
  • 131 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2015.

Based on Peak Financial Management's 13F filing for Q4 2015, filed 6 Apr 2016.