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Reliant Wealth Planning’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Reliant Wealth Planning’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
2020
Q2 		– Sell
-203,446
Closed -$23.3M – 10
2020
Q1 		$23.3M Buy
+203,446
New +$23.2M 12.18% 6

Other funds holding GVI

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Reliant Wealth Planning's GVI Position: Q2 2020 in Review

Reliant Wealth Planning sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2020, closing a stake of 203,446 shares — an estimated $23.3M sold.

Reliant Wealth Planning first reported a position in GVI in Q1 2020 and held it in 1 quarter. The position peaked at $23.3M in Q1 2020. 199 funds tracked by Wall St. Rank hold GVI as of Q2 2020.

  • Reliant Wealth Planning reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Reliant Wealth Planning sold 203,446 iShares Intermediate Government/Credit Bond ETF shares in Q2 2020, an estimated $23.3M.
  • Reliant Wealth Planning first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2020 and held it in 1 quarter.
  • Reliant Wealth Planning's iShares Intermediate Government/Credit Bond ETF position peaked at $23.3M in Q1 2020.
  • 199 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2020.

Based on Reliant Wealth Planning's 13F filing for Q2 2020, filed 3 Sep 2020.