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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
2016
Q2 		– Sell
-34
Closed -$4K – 879
2016
Q1 		$4K Buy
+34
New +$3.77K ﹤0.01% 960

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $2.1B 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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
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.