SS
GVI icon

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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.2B AUM 16.89% 1-Year Est. Return