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Raab & Moskowitz Asset Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Raab & Moskowitz Asset 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
2015
Q1 		– Sell
-403
Closed -$45K – 220
2014
Q4 		$45K Buy
+403
New +$44.7K 0.03% 203

Other funds holding GVI

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
RWM
Raffa Wealth Management Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return

Raab & Moskowitz Asset Management's GVI Position: Q1 2015 in Review

Raab & Moskowitz Asset Management sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2015, closing a stake of 403 shares — an estimated $45K sold.

Raab & Moskowitz Asset Management first reported a position in GVI in Q4 2014 and held it in 1 quarter. The position peaked at $45K in Q4 2014. 119 funds tracked by Wall St. Rank hold GVI as of Q1 2015.

  • Raab & Moskowitz Asset Management reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 403 iShares Intermediate Government/Credit Bond ETF shares in Q1 2015, an estimated $45K.
  • Raab & Moskowitz Asset Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2014 and held it in 1 quarter.
  • Raab & Moskowitz Asset Management's iShares Intermediate Government/Credit Bond ETF position peaked at $45K in Q4 2014.
  • 119 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2015.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2015, filed 12 May 2015.