PWM
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PRW Wealth Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

PRW Wealth Management’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
2021
Q3 		– Sell
-9,824
Closed -$1.14M – 172
2021
Q2 		$1.14M Buy
+9,824
New +$1.13M 0.33% 86

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
KeyBank National Association
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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PRW Wealth Management's GVI Position: Q3 2021 in Review

PRW Wealth Management sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2021, closing a stake of 9,824 shares — an estimated $1.14M sold.

PRW Wealth Management first reported a position in GVI in Q2 2021 and held it in 1 quarter. The position peaked at $1.14M in Q2 2021. 207 funds tracked by Wall St. Rank hold GVI as of Q3 2021.

  • PRW Wealth Management reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 9,824 iShares Intermediate Government/Credit Bond ETF shares in Q3 2021, an estimated $1.14M.
  • PRW Wealth Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's iShares Intermediate Government/Credit Bond ETF position peaked at $1.14M in Q2 2021.
  • 207 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.