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Sabal Trust’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Sabal Trust’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
2014
Q1 		– Sell
-975
Closed -$107K – 112
2013
Q4 		$107K Hold
975
– – 0.02% 106
2013
Q3 		$107K Sell
975
-275
-22% -$30.1K 0.02% 107
2013
Q2 		$137K Buy
+1,250
New +$140K 0.02% 106

Other funds holding GVI

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
RWM
Raffa Wealth Management Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Sabal Trust's GVI Position: Q1 2014 in Review

Sabal Trust sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2014, closing a stake of 975 shares — an estimated $107K sold.

Sabal Trust first reported a position in GVI in Q2 2013 and held it in 3 quarters. The position peaked at $137K in Q2 2013. 100 funds tracked by Wall St. Rank hold GVI as of Q1 2014.

  • Sabal Trust reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Sabal Trust sold 975 iShares Intermediate Government/Credit Bond ETF shares in Q1 2014, an estimated $107K.
  • Sabal Trust first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2013 and held it in 3 quarters.
  • Sabal Trust's iShares Intermediate Government/Credit Bond ETF position peaked at $137K in Q2 2013.
  • 100 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2014.

Based on Sabal Trust's 13F filing for Q1 2014, filed 2 May 2014.