Regal Investment Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Regal Investment Advisors’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 Q1	–	Sell	-1,705	Closed	-$201K	–	198
2020 Q4	$201K	Buy	+1,705	New	+$200K	0.02%	450
2020 Q3	–	Sell	-1,705	Closed	-$201K	–	103
2020 Q2	$201K	Buy	+1,705	New	+$199K	0.04%	313
2020 Q1	–	Sell	-2,205	Closed	-$248K	–	143
2019 Q4	$248K	Buy	+2,205	New	+$249K	0.04%	291
2015 Q4	–	Sell	-995	Closed	-$110K	–	519
2015 Q3	$110K	Hold	995	–	–	0.03%	328
2015 Q2	$110K	Buy	995 +835	+522%	+$92.8K	0.03%	325
2015 Q1	$18K	Buy	160 +69	+76%	+$7.69K	﹤0.01%	586
2014 Q4	$10K	Buy	+91	New	+$10.1K	﹤0.01%	632

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

DIP

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

Regal Investment Advisors's GVI Position: Q1 2021 in Review

Regal Investment Advisors sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2021, closing a stake of 1,705 shares — an estimated $201K sold.

Regal Investment Advisors first reported a position in GVI in Q4 2014 and held it in 7 quarters. The position peaked at $248K in Q4 2019. 205 funds tracked by Wall St. Rank hold GVI as of Q1 2021.

Regal Investment Advisors reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2021 after selling out during the quarter.
Regal Investment Advisors sold 1,705 iShares Intermediate Government/Credit Bond ETF shares in Q1 2021, an estimated $201K.
Regal Investment Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2014 and held it in 7 quarters.
Regal Investment Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $248K in Q4 2019.
205 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2021.

Based on Regal Investment Advisors's 13F filing for Q1 2021, filed 12 May 2021.