Reilly Financial Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Reilly Financial 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 Q4	$39K	Hold	343	–	–	﹤0.01%	442
2021 Q3	$39K	Hold	343	–	–	﹤0.01%	419
2021 Q2	$40K	Hold	343	–	–	﹤0.01%	408
2021 Q1	$39K	Hold	343	–	–	﹤0.01%	407
2020 Q4	$40K	Hold	343	–	–	﹤0.01%	372
2020 Q3	$40K	Hold	343	–	–	﹤0.01%	331
2020 Q2	$40K	Hold	343	–	–	﹤0.01%	336
2020 Q1	$39K	Hold	343	–	–	0.01%	328
2019 Q4	$39K	Hold	343	–	–	﹤0.01%	368
2019 Q3	$39K	Hold	343	–	–	﹤0.01%	377
2019 Q2	$39K	Buy	+343	New	+$38K	﹤0.01%	393
2017 Q1	–	Sell	-111	Closed	-$12K	–	940
2016 Q4	$12K	Buy	111 +77	+226%	+$8.54K	﹤0.01%	526
2016 Q3	$4K	Hold	34	–	–	﹤0.01%	672
2016 Q2	$4K	Buy	+34	New	+$3.81K	﹤0.01%	639
2015 Q3	–	Sell	-104	Closed	-$11K	–	1332
2015 Q2	$11K	Buy	+104	New	+$11.6K	﹤0.01%	829
2014 Q3	–	Sell	-576	Closed	-$64K	–	841
2014 Q2	$64K	Buy	+576	New	+$63.7K	0.02%	231
2014 Q1	–	Sell	-42	Closed	-$5K	–	820
2013 Q4	$5K	Hold	42	–	–	﹤0.01%	675
2013 Q3	$5K	Hold	42	–	–	﹤0.01%	592
2013 Q2	$5K	Buy	+42	New	+$4.69K	﹤0.01%	622

Other funds holding GVI

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

DIP

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Reilly Financial Advisors's GVI Position: Q4 2021 in Review

Reilly Financial Advisors held its iShares Intermediate Government/Credit Bond ETF (GVI) position steady in Q4 2021 at 343 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Reilly Financial Advisors first reported a position in GVI in Q2 2013 and has held it in 19 quarters since. The position peaked at $64K in Q2 2014. 224 funds tracked by Wall St. Rank hold GVI as of Q4 2021.

Reilly Financial Advisors held 343 shares of iShares Intermediate Government/Credit Bond ETF worth $39K as of Q4 2021.
Reilly Financial Advisors left its iShares Intermediate Government/Credit Bond ETF share count unchanged in Q4 2021.
iShares Intermediate Government/Credit Bond ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #442 holding.
Reilly Financial Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2013 and has held it in 19 quarters since.
Reilly Financial Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $64K in Q2 2014.
224 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.