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Sound View Wealth Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Sound View Wealth Advisors’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
2019
Q1 		$789K Sell
7,160
-1,917
-21% -$209K 0.25% 105
2018
Q4 		$982K Buy
+9,077
New +$972K 0.36% 81

Other funds holding GVI

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
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Sound View Wealth Advisors's GVI Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 21% in Q1 2019, selling an estimated $209K and leaving 7,160 shares worth $789K. The position accounts for 0.25% of the portfolio, ranked #105.

Sound View Wealth Advisors first reported a position in GVI in Q4 2018 and has held it in 2 quarters since. The position peaked at $982K in Q4 2018. 202 funds tracked by Wall St. Rank hold GVI as of Q1 2019.

  • Sound View Wealth Advisors held 7,160 shares of iShares Intermediate Government/Credit Bond ETF worth $789K as of Q1 2019.
  • Sound View Wealth Advisors sold 1,917 iShares Intermediate Government/Credit Bond ETF shares in Q1 2019, an estimated $209K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.25% of Sound View Wealth Advisors's portfolio in Q1 2019, its #105 holding.
  • Sound View Wealth Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2018 and has held it in 2 quarters since.
  • Sound View Wealth Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $982K in Q4 2018.
  • 202 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.