Strategic Investment Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Strategic Investment 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 Q3	–	Sell	-1,859	Closed	-$215K	–	186
2021 Q2	$215K	Sell	1,859 -18,472	-91%	-$2.13M	0.05%	182
2021 Q1	$2.33M	Sell	20,331 -15,184	-43%	-$1.77M	0.61%	37
2020 Q4	$4.18M	Sell	35,515 -23,861	-40%	-$2.8M	1.2%	21
2020 Q3	$6.99M	Buy	59,376 +2,580	+5%	+$304K	2.36%	8
2020 Q2	$6.69M	Buy	56,796 +2,588	+5%	+$302K	2.52%	6
2020 Q1	$6.22M	Buy	54,208 +2,423	+5%	+$276K	2.85%	5
2019 Q4	$5.83M	Buy	51,785 +2,174	+4%	+$246K	2.41%	6
2019 Q3	$5.63M	Buy	49,611 +6,031	+14%	+$680K	2.7%	6
2019 Q2	$4.93M	Buy	43,580 +9,905	+29%	+$1.1M	2.69%	7
2019 Q1	$3.71M	Buy	33,675 +5,494	+19%	+$598K	2.55%	7
2018 Q4	$3.05M	Buy	+28,181	New	+$3.02M	2.74%	7

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

GAB

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

DIP

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

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

Strategic Investment Advisors's GVI Position: Q3 2021 in Review

Strategic Investment Advisors sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2021, closing a stake of 1,859 shares — an estimated $215K sold.

Strategic Investment Advisors first reported a position in GVI in Q4 2018 and held it in 11 quarters. The position peaked at $6.99M in Q3 2020. 207 funds tracked by Wall St. Rank hold GVI as of Q3 2021.

Strategic Investment Advisors reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2021 after selling out during the quarter.
Strategic Investment Advisors sold 1,859 iShares Intermediate Government/Credit Bond ETF shares in Q3 2021, an estimated $215K.
Strategic Investment Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2018 and held it in 11 quarters.
Strategic Investment Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $6.99M in Q3 2020.
207 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2021.

Based on Strategic Investment Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.