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Rockbridge Investment Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Rockbridge Investment Management’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
Q2 		– Sell
-27
Closed -$3K – 739
2021
Q1 		$3K Buy
+27
New +$3.14K ﹤0.01% 621

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $2.28B AUM 22.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
F.L. Putnam Investment Management
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Rockbridge Investment Management's GVI Position: Q2 2021 in Review

Rockbridge Investment Management sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2021, closing a stake of 27 shares — an estimated $3K sold.

Rockbridge Investment Management first reported a position in GVI in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 203 funds tracked by Wall St. Rank hold GVI as of Q2 2021.

  • Rockbridge Investment Management reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Rockbridge Investment Management sold 27 iShares Intermediate Government/Credit Bond ETF shares in Q2 2021, an estimated $3K.
  • Rockbridge Investment Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2021 and held it in 1 quarter.
  • Rockbridge Investment Management's iShares Intermediate Government/Credit Bond ETF position peaked at $3K in Q1 2021.
  • 203 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2021.

Based on Rockbridge Investment Management's 13F filing for Q2 2021, filed 5 Aug 2021.