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Plancorp LLC’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Plancorp LLC’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
Q1 		– Sell
-2,342
Closed -$240K – 255
2022
Q4 		$240K Hold
2,342
– – 0.01% 214
2022
Q3 		$238K Hold
2,342
– – 0.02% 203
2022
Q2 		$247K Hold
2,342
– – 0.02% 207
2022
Q1 		$254K Sell
2,342
-480
-17% -$53.3K 0.02% 217
2021
Q4 		$321K Hold
2,822
– – 0.02% 190
2021
Q3 		$325K Hold
2,822
– – 0.02% 174
2021
Q2 		$326K Hold
2,822
– – 0.03% 166
2021
Q1 		$324K Hold
2,822
– – 0.07% 155
2020
Q4 		$332K Hold
2,822
– – 0.08% 150
2020
Q3 		$332K Hold
2,822
– – 0.1% 129
2020
Q2 		$332K Hold
2,822
– – 0.1% 127
2020
Q1 		$324K Hold
2,822
– – 0.13% 117
2019
Q4 		$318K Hold
2,822
– – 0.1% 142
2019
Q3 		$320K Hold
2,822
– – 0.12% 128
2019
Q2 		$317K Hold
2,822
– – 0.13% 127
2019
Q1 		$311K Hold
2,822
– – 0.12% 131
2018
Q4 		$305K Hold
2,822
– – 0.14% 116
2018
Q3 		$303K Hold
2,822
– – 0.12% 130
2018
Q2 		$304K Hold
2,822
– – 0.12% 126
2018
Q1 		$306K Hold
2,822
– – 0.1% 125
2017
Q4 		$310K Hold
2,822
– – 0.1% 128
2017
Q3 		$312K Hold
2,822
– – 0.09% 124
2017
Q2 		$312K Hold
2,822
– – 0.09% 120
2017
Q1 		$311K Hold
2,822
– – 0.09% 127
2016
Q4 		$310K Buy
+2,822
New +$313K 0.09% 125
2016
Q1 		– Sell
-2,167
Closed -$238K – 58
2015
Q4 		$238K Hold
2,167
– – 0.28% 65
2015
Q3 		$241K Hold
2,167
– – 0.22% 83
2015
Q2 		$240K Hold
2,167
– – 0.22% 66
2015
Q1 		$242K Buy
+2,167
New +$242K 0.24% 79

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 22.96% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return
HB
Horizon Bancorp Michigan City, Indiana $213M AUM 13.24% 1-Year Est. Return

Plancorp LLC's GVI Position: Q1 2023 in Review

Plancorp LLC sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2023, closing a stake of 2,342 shares — an estimated $240K sold.

Plancorp LLC first reported a position in GVI in Q1 2015 and held it in 29 quarters. The position peaked at $332K in Q4 2020. 217 funds tracked by Wall St. Rank hold GVI as of Q1 2023.

  • Plancorp LLC reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Plancorp LLC sold 2,342 iShares Intermediate Government/Credit Bond ETF shares in Q1 2023, an estimated $240K.
  • Plancorp LLC first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2015 and held it in 29 quarters.
  • Plancorp LLC's iShares Intermediate Government/Credit Bond ETF position peaked at $332K in Q4 2020.
  • 217 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2023.

Based on Plancorp LLC's 13F filing for Q1 2023, filed 11 May 2023.