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Rice Partnership’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Rice Partnership’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
2024
Q1 		– Sell
-38
Closed -$3.98K – 161
2023
Q4 		$3.98K Hold
38
– – ﹤0.01% 122
2023
Q3 		$3.85K Sell
38
-4
-10% -$409 ﹤0.01% 125
2023
Q2 		$4.32K Buy
+42
New +$4.37K ﹤0.01% 134

Other funds holding GVI

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
US Bancorp
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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Rice Partnership's GVI Position: Q1 2024 in Review

Rice Partnership sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2024, closing a stake of 38 shares — an estimated $3.98K sold.

Rice Partnership first reported a position in GVI in Q2 2023 and held it in 3 quarters. The position peaked at $4.32K in Q2 2023. 263 funds tracked by Wall St. Rank hold GVI as of Q1 2024.

  • Rice Partnership reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Rice Partnership sold 38 iShares Intermediate Government/Credit Bond ETF shares in Q1 2024, an estimated $3.98K.
  • Rice Partnership first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2023 and held it in 3 quarters.
  • Rice Partnership's iShares Intermediate Government/Credit Bond ETF position peaked at $4.32K in Q2 2023.
  • 263 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2024.

Based on Rice Partnership's 13F filing for Q1 2024, filed 15 May 2024.