PrairieView Partners’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

PrairieView Partners’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
2022 Q4	–	Sell	-237	Closed	-$24K	–	475
2022 Q3	$24K	Sell	237 -35	-13%	-$3.67K	﹤0.01%	234
2022 Q2	$29K	Sell	272 -741	-73%	-$78.7K	﹤0.01%	233
2022 Q1	$110K	Sell	1,013 -70	-6%	-$7.78K	0.02%	145
2021 Q4	$123K	Hold	1,083	–	–	0.02%	133
2021 Q3	$125K	Hold	1,083	–	–	0.02%	118
2021 Q2	$125K	Hold	1,083	–	–	0.02%	117
2021 Q1	$124K	Hold	1,083	–	–	0.02%	116
2020 Q4	$127K	Sell	1,083 -6	-0.6%	-$705	0.02%	104
2020 Q3	$128K	Hold	1,089	–	–	0.03%	98
2020 Q2	$128K	Sell	1,089 -892	-45%	-$104K	0.03%	96
2020 Q1	$227K	Sell	1,981 -155	-7%	-$17.7K	0.06%	69
2019 Q4	$241K	Sell	2,136 -226	-10%	-$25.5K	0.05%	77
2019 Q3	$267K	Buy	+2,362	New	+$266K	0.06%	69

Other funds holding GVI

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

DIP

DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return

Horizon Bancorp Michigan City, Indiana $213M AUM 13.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PrairieView Partners's GVI Position: Q4 2022 in Review

PrairieView Partners sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2022, closing a stake of 237 shares — an estimated $24K sold.

PrairieView Partners first reported a position in GVI in Q3 2019 and held it in 13 quarters. The position peaked at $267K in Q3 2019. 232 funds tracked by Wall St. Rank hold GVI as of Q4 2022.

PrairieView Partners reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2022 after selling out during the quarter.
PrairieView Partners sold 237 iShares Intermediate Government/Credit Bond ETF shares in Q4 2022, an estimated $24K.
PrairieView Partners first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2019 and held it in 13 quarters.
PrairieView Partners's iShares Intermediate Government/Credit Bond ETF position peaked at $267K in Q3 2019.
232 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2022.

Based on PrairieView Partners's 13F filing for Q4 2022, filed 30 Jan 2023.