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Smith Salley Wealth Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Smith Salley Wealth Management’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
Q1 		– Sell
-11,225
Closed -$1.18M – 234
2023
Q4 		$1.18M Sell
11,225
-1,214
-10% -$124K 0.08% 129
2023
Q3 		$1.26M Sell
12,439
-2,905
-19% -$297K 0.09% 119
2023
Q2 		$1.58M Sell
15,344
-13,363
-47% -$1.39M 0.12% 111
2023
Q1 		$3M Sell
28,707
-5,246
-15% -$543K 0.24% 82
2022
Q4 		$3.48M Sell
33,953
-7,963
-19% -$814K 0.3% 75
2022
Q3 		$4.26M Sell
41,916
-4,887
-10% -$513K 0.4% 64
2022
Q2 		$4.94M Sell
46,803
-12,925
-22% -$1.37M 0.43% 61
2022
Q1 		$6.48M Buy
59,728
+1,101
+2% +$122K 0.49% 56
2021
Q4 		$6.67M Buy
58,627
+1,048
+2% +$120K 0.47% 56
2021
Q3 		$6.63M Sell
57,579
-1,646
-3% -$191K 0.52% 54
2021
Q2 		$6.85M Buy
59,225
+2,283
+4% +$264K 0.55% 50
2021
Q1 		$6.54M Sell
56,942
-473
-0.8% -$55K 0.59% 48
2020
Q4 		$6.75M Buy
57,415
+5,189
+10% +$609K 0.68% 46
2020
Q3 		$6.15M Buy
52,226
+823
+2% +$97K 0.74% 44
2020
Q2 		$6.05M Buy
51,403
+2,307
+5% +$269K 0.81% 41
2020
Q1 		$5.63M Sell
49,096
-796
-2% -$90.7K 0.94% 38
2019
Q4 		$5.62M Buy
49,892
+3,334
+7% +$377K 0.74% 45
2019
Q3 		$5.27M Buy
46,558
+7,152
+18% +$807K 0.75% 45
2019
Q2 		$4.42M Sell
39,406
-8,480
-18% -$938K 0.67% 50
2019
Q1 		$5.28M Buy
47,886
+6,941
+17% +$756K 0.85% 44
2018
Q4 		$4.43M Buy
40,945
+5,043
+14% +$540K 0.82% 46
2018
Q3 		$3.85M Buy
35,902
+12,256
+52% +$1.32M 0.61% 57
2018
Q2 		$2.55M Buy
23,646
+7,319
+45% +$787K 0.44% 69
2018
Q1 		$1.77M Buy
16,327
+11,252
+222% +$1.22M 0.32% 78
2017
Q4 		$557K Sell
5,075
-381
-7% -$42K 0.1% 114
2017
Q3 		$605K Sell
5,456
-1,081
-17% -$120K 0.12% 108
2017
Q2 		$724K Sell
6,537
-1,624
-20% -$180K 0.15% 106
2017
Q1 		$899K Sell
8,161
-1,807
-18% -$199K 0.18% 100
2016
Q4 		$1.09M Sell
9,968
-174
-2% -$19.3K 0.23% 93
2016
Q3 		$1.14M Sell
10,142
-120
-1% -$13.5K 0.25% 89
2016
Q2 		$1.16M Sell
10,262
-1,455
-12% -$163K 0.27% 90
2016
Q1 		$1.31M Sell
11,717
-2,652
-18% -$294K 0.33% 83
2015
Q4 		$1.57M Sell
14,369
-1,671
-10% -$185K 0.39% 79
2015
Q3 		$1.78M Sell
16,040
-9,240
-37% -$1.02M 0.48% 68
2015
Q2 		$2.79M Sell
25,280
-17,881
-41% -$1.99M 0.71% 48
2015
Q1 		$4.83M Sell
43,161
-16,750
-28% -$1.87M 1.23% 30
2014
Q4 		$6.63M Sell
59,911
-35,572
-37% -$3.94M 1.72% 13
2014
Q3 		$10.5M Sell
95,483
-6,524
-6% -$721K 2.79% 3
2014
Q2 		$11.3M Buy
+102,007
New +$11.3M 3.02% 2

Other funds holding GVI

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 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 $82.4B AUM 19.69% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Smith Salley Wealth Management's GVI Position: Q1 2024 in Review

Smith Salley Wealth Management sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2024, closing a stake of 11,225 shares — an estimated $1.18M sold.

Smith Salley Wealth Management first reported a position in GVI in Q2 2014 and held it in 39 quarters. The position peaked at $11.3M in Q2 2014. 263 funds tracked by Wall St. Rank hold GVI as of Q1 2024.

  • Smith Salley Wealth Management reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Smith Salley Wealth Management sold 11,225 iShares Intermediate Government/Credit Bond ETF shares in Q1 2024, an estimated $1.18M.
  • Smith Salley Wealth Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2014 and held it in 39 quarters.
  • Smith Salley Wealth Management's iShares Intermediate Government/Credit Bond ETF position peaked at $11.3M in Q2 2014.
  • 263 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2024.

Based on Smith Salley Wealth Management's 13F filing for Q1 2024, filed 2 May 2024.