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

Quotient Wealth 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
2024
Q2 		– Sell
-4,485
Closed -$466K – 309
2024
Q1 		$466K Sell
4,485
-3,849
-46% -$400K 0.02% 180
2023
Q4 		$873K Buy
+8,334
New +$851K 0.03% 134

Other funds holding GVI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Quotient Wealth Partners's GVI Position: Q2 2024 in Review

Quotient Wealth Partners sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2024, closing a stake of 4,485 shares — an estimated $466K sold.

Quotient Wealth Partners first reported a position in GVI in Q4 2023 and held it in 2 quarters. The position peaked at $873K in Q4 2023. 257 funds tracked by Wall St. Rank hold GVI as of Q2 2024.

  • Quotient Wealth Partners reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Quotient Wealth Partners sold 4,485 iShares Intermediate Government/Credit Bond ETF shares in Q2 2024, an estimated $466K.
  • Quotient Wealth Partners first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2023 and held it in 2 quarters.
  • Quotient Wealth Partners's iShares Intermediate Government/Credit Bond ETF position peaked at $873K in Q4 2023.
  • 257 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2024.

Based on Quotient Wealth Partners's 13F filing for Q2 2024, filed 24 Jul 2024.