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Ropes Wealth Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Ropes Wealth 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
2018
Q1 		– Sell
-200
Closed -$22K – 661
2017
Q4 		$22K Buy
+200
New +$22.1K 0.01% 427

Other funds holding GVI

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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Ropes Wealth Advisors's GVI Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2018, closing a stake of 200 shares — an estimated $22K sold.

Ropes Wealth Advisors first reported a position in GVI in Q4 2017 and held it in 1 quarter. The position peaked at $22K in Q4 2017. 175 funds tracked by Wall St. Rank hold GVI as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 200 iShares Intermediate Government/Credit Bond ETF shares in Q1 2018, an estimated $22K.
  • Ropes Wealth Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2017 and held it in 1 quarter.
  • Ropes Wealth Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $22K in Q4 2017.
  • 175 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.