Private Capital Group’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Private Capital Group’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 Q2	–	Sell	-630	Closed	-$68K	–	1968
2022 Q1	$68K	Hold	630	–	–	0.02%	533
2021 Q4	$72K	Hold	630	–	–	0.02%	544
2021 Q3	$73K	Hold	630	–	–	0.02%	530
2021 Q2	$73K	Hold	630	–	–	0.02%	523
2021 Q1	$72K	Hold	630	–	–	0.02%	495
2020 Q4	$74K	Hold	630	–	–	0.01%	616
2020 Q3	$74K	Hold	630	–	–	0.02%	549
2020 Q2	$74K	Hold	630	–	–	0.02%	551
2020 Q1	$72K	Hold	630	–	–	0.02%	508
2019 Q4	$70K	Hold	630	–	–	0.01%	581
2019 Q3	$71K	Hold	630	–	–	0.01%	619
2019 Q2	$68K	Hold	630	–	–	0.02%	526
2019 Q1	$69K	Hold	630	–	–	0.01%	623
2018 Q4	$68K	Hold	630	–	–	0.01%	526
2018 Q3	$67K	Hold	630	–	–	0.01%	588
2018 Q2	$67K	Hold	630	–	–	0.01%	564
2018 Q1	$68K	Hold	630	–	–	0.02%	542
2017 Q4	$69K	Buy	+630	New	+$69.5K	0.02%	549

Other funds holding GVI

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

DIP

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

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

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Private Capital Group's GVI Position: Q2 2022 in Review

Private Capital Group sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2022, closing a stake of 630 shares — an estimated $68K sold.

Private Capital Group first reported a position in GVI in Q4 2017 and held it in 18 quarters. The position peaked at $74K in Q4 2020. 232 funds tracked by Wall St. Rank hold GVI as of Q2 2022.

Private Capital Group reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2022 after selling out during the quarter.
Private Capital Group sold 630 iShares Intermediate Government/Credit Bond ETF shares in Q2 2022, an estimated $68K.
Private Capital Group first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2017 and held it in 18 quarters.
Private Capital Group's iShares Intermediate Government/Credit Bond ETF position peaked at $74K in Q4 2020.
232 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.