Stewardship Financial Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Stewardship Financial 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
2021 Q1	–	Sell	-564	Closed	-$66K	–	96
2020 Q4	$66K	Buy	+564	New	+$66.2K	0.02%	71
2020 Q1	–	Sell	-564	Closed	-$64K	–	70
2019 Q4	$64K	Buy	+564	New	+$63.7K	0.02%	67
2018 Q1	–	Sell	-2,754	Closed	-$302K	–	49
2017 Q4	$302K	Sell	2,754 -531	-16%	-$58.6K	0.16%	42
2017 Q3	$364K	Sell	3,285 -505	-13%	-$56.1K	0.21%	38
2017 Q2	$419K	Sell	3,790 -1,651	-30%	-$183K	0.25%	37
2017 Q1	$600K	Sell	5,441 -22,341	-80%	-$2.46M	0.38%	36
2016 Q4	$3.05M	Buy	27,782 +5,924	+27%	+$657K	1.92%	14
2016 Q3	$2.47M	Sell	21,858 -114	-0.5%	-$12.9K	1.58%	15
2016 Q2	$2.49M	Sell	21,972 -9,928	-31%	-$1.11M	1.7%	16
2016 Q1	$3.58M	Buy	31,900 +7,262	+29%	+$806K	2.83%	12
2015 Q4	$2.7M	Buy	+24,638	New	+$2.72M	2.16%	16

Other funds holding GVI

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DIP

DT Investment Partners Chadds Ford, Pennsylvania $1.2B AUM 16.89% 1-Year Est. Return

Stewardship Financial Advisors's GVI Position: Q1 2021 in Review

Stewardship Financial Advisors sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2021, closing a stake of 564 shares — an estimated $66K sold.

Stewardship Financial Advisors first reported a position in GVI in Q4 2015 and held it in 11 quarters. The position peaked at $3.58M in Q1 2016. 204 funds tracked by Wall St. Rank hold GVI as of Q1 2021.

Stewardship Financial Advisors reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2021 after selling out during the quarter.
Stewardship Financial Advisors sold 564 iShares Intermediate Government/Credit Bond ETF shares in Q1 2021, an estimated $66K.
Stewardship Financial Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2015 and held it in 11 quarters.
Stewardship Financial Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $3.58M in Q1 2016.
204 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.