Simplicity Solutions’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Simplicity Solutions’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
2020 Q4	–	Sell	-3,964	Closed	-$467K	–	952
2020 Q3	$467K	Buy	3,964 +110	+3%	+$13K	0.01%	642
2020 Q2	$454K	Buy	3,854 +289	+8%	+$33.7K	0.01%	655
2020 Q1	$409K	Buy	+3,565	New	+$406K	0.01%	539
2019 Q1	–	Sell	-4,591	Closed	-$496K	–	771
2018 Q4	$496K	Buy	4,591 +2,192	+91%	+$235K	0.06%	314
2018 Q3	$258K	Buy	+2,399	New	+$258K	0.01%	436

Other funds holding GVI

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DIP

DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return

Simplicity Solutions's GVI Position: Q4 2020 in Review

Simplicity Solutions sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2020, closing a stake of 3,964 shares — an estimated $467K sold.

Simplicity Solutions first reported a position in GVI in Q3 2018 and held it in 5 quarters. The position peaked at $496K in Q4 2018. 207 funds tracked by Wall St. Rank hold GVI as of Q4 2020.

Simplicity Solutions reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2020 after selling out during the quarter.
Simplicity Solutions sold 3,964 iShares Intermediate Government/Credit Bond ETF shares in Q4 2020, an estimated $467K.
Simplicity Solutions first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2018 and held it in 5 quarters.
Simplicity Solutions's iShares Intermediate Government/Credit Bond ETF position peaked at $496K in Q4 2018.
207 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2020.

Based on Simplicity Solutions's 13F filing for Q4 2020, filed 9 Feb 2021.