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Peapack-Gladstone Financial Corp’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Peapack-Gladstone Financial Corp’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
2023
Q2 		– Sell
-4,482
Closed -$463K – 712
2023
Q1 		$463K Buy
4,482
+83
+2% +$8.59K 0.01% 497
2022
Q4 		$451K Buy
4,399
+282
+7% +$28.8K 0.01% 477
2022
Q3 		$419K Buy
+4,117
New +$432K 0.01% 483

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

Peapack-Gladstone Financial Corp's GVI Position: Q2 2023 in Review

Peapack-Gladstone Financial Corp sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2023, closing a stake of 4,482 shares — an estimated $463K sold.

Peapack-Gladstone Financial Corp first reported a position in GVI in Q3 2022 and held it in 3 quarters. The position peaked at $463K in Q1 2023. 236 funds tracked by Wall St. Rank hold GVI as of Q2 2023.

  • Peapack-Gladstone Financial Corp reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 4,482 iShares Intermediate Government/Credit Bond ETF shares in Q2 2023, an estimated $463K.
  • Peapack-Gladstone Financial Corp first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2022 and held it in 3 quarters.
  • Peapack-Gladstone Financial Corp's iShares Intermediate Government/Credit Bond ETF position peaked at $463K in Q1 2023.
  • 236 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2023.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2023, filed 14 Aug 2023.