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Sigma Planning Corp’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Sigma Planning Corp’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
Q4 		– Sell
-2,173
Closed -$233K – 1206
2024
Q3 		$233K Sell
2,173
-12
-0.5% -$1.27K 0.01% 1068
2024
Q2 		$227K Sell
2,185
-28
-1% -$2.89K 0.01% 1032
2024
Q1 		$230K Buy
+2,213
New +$230K 0.01% 1076
2023
Q4 		– Sell
-2,310
Closed -$234K – 987
2023
Q3 		$234K Buy
+2,310
New +$236K 0.01% 1026
2018
Q1 		– Sell
-2,548
Closed -$280K – 879
2017
Q4 		$280K Buy
2,548
+196
+8% +$21.6K 0.02% 638
2017
Q3 		$261K Buy
2,352
+8
+0.3% +$889 0.02% 656
2017
Q2 		$260K Buy
2,344
+112
+5% +$12.4K 0.02% 614
2017
Q1 		$246K Buy
2,232
+210
+10% +$23.1K 0.02% 628
2016
Q4 		$222K Sell
2,022
-41
-2% -$4.55K 0.02% 605
2016
Q3 		$233K Buy
+2,063
New +$233K 0.03% 598
2015
Q3 		– Sell
-2,052
Closed -$227K – 714
2015
Q2 		$227K Sell
2,052
-94
-4% -$10.4K 0.03% 586
2015
Q1 		$240K Buy
+2,146
New +$239K 0.03% 610

Other funds holding GVI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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
FCI
Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Sigma Planning Corp's GVI Position: Q4 2024 in Review

Sigma Planning Corp sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2024, closing a stake of 2,173 shares — an estimated $233K sold.

Sigma Planning Corp first reported a position in GVI in Q1 2015 and held it in 12 quarters. The position peaked at $280K in Q4 2017. 278 funds tracked by Wall St. Rank hold GVI as of Q4 2024.

  • Sigma Planning Corp reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 2,173 iShares Intermediate Government/Credit Bond ETF shares in Q4 2024, an estimated $233K.
  • Sigma Planning Corp first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2015 and held it in 12 quarters.
  • Sigma Planning Corp's iShares Intermediate Government/Credit Bond ETF position peaked at $280K in Q4 2017.
  • 278 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2024.

Based on Sigma Planning Corp's 13F filing for Q4 2024, filed 3 Feb 2025.