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

Private Ocean’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
2018 Q2	–	Sell	-223	Closed	-$24K	–	374
2018 Q1	$24K	Buy	+223	New	+$24.2K	0.01%	243

Other funds holding GVI

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Private Ocean's GVI Position: Q2 2018 in Review

Private Ocean sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2018, closing a stake of 223 shares — an estimated $24K sold.

Private Ocean first reported a position in GVI in Q1 2018 and held it in 1 quarter. The position peaked at $24K in Q1 2018. 174 funds tracked by Wall St. Rank hold GVI as of Q2 2018.

Private Ocean reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2018 after selling out during the quarter.
Private Ocean sold 223 iShares Intermediate Government/Credit Bond ETF shares in Q2 2018, an estimated $24K.
Private Ocean first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2018 and held it in 1 quarter.
Private Ocean's iShares Intermediate Government/Credit Bond ETF position peaked at $24K in Q1 2018.
174 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2018.

Based on Private Ocean's 13F filing for Q2 2018, filed 9 Aug 2018.