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Platte River Wealth Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Platte River Wealth Advisors’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
Q4 		$272K Buy
+2,380
New +$269K 0.14% 112

Other funds holding GVI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 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
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Platte River Wealth Advisors's GVI Position: Q4 2019 in Review

Platte River Wealth Advisors opened a new position in iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2019: 2,380 shares worth $272K. The stake represents 0.14% of the portfolio and ranks #112 among its holdings.

203 funds tracked by Wall St. Rank hold GVI as of Q4 2019.

  • Platte River Wealth Advisors held 2,380 shares of iShares Intermediate Government/Credit Bond ETF worth $272K as of Q4 2019.
  • iShares Intermediate Government/Credit Bond ETF was a new Platte River Wealth Advisors position in Q4 2019.
  • iShares Intermediate Government/Credit Bond ETF made up 0.14% of Platte River Wealth Advisors's portfolio in Q4 2019, its #112 holding.
  • 203 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2019.

Based on Platte River Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.