Stratos Wealth Partners’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Stratos Wealth Partners’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 Q3	–	Sell	-2,316	Closed	-$240K	–	1478
2024 Q2	$240K	Sell	2,316 -16	-0.7%	-$1.65K	﹤0.01%	1186
2024 Q1	$242K	Sell	2,332 -111	-5%	-$11.5K	﹤0.01%	1193
2023 Q4	$256K	Sell	2,443 -1,029	-30%	-$105K	﹤0.01%	1158
2023 Q3	$352K	Sell	3,472 -1,356	-28%	-$139K	0.01%	951
2023 Q2	$497K	Buy	+4,828	New	+$502K	0.01%	768
2018 Q2	–	Sell	-175	Closed	-$19K	–	1638
2018 Q1	$19K	Hold	175	–	–	﹤0.01%	2029
2017 Q4	$19K	Buy	+175	New	+$19.3K	﹤0.01%	1926

Other funds holding GVI

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

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

FCI

Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return

GAB

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

Stratos Wealth Partners's GVI Position: Q3 2024 in Review

Stratos Wealth Partners sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2024, closing a stake of 2,316 shares — an estimated $240K sold.

Stratos Wealth Partners first reported a position in GVI in Q4 2017 and held it in 7 quarters. The position peaked at $497K in Q2 2023. 269 funds tracked by Wall St. Rank hold GVI as of Q3 2024.

Stratos Wealth Partners reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2024 after selling out during the quarter.
Stratos Wealth Partners sold 2,316 iShares Intermediate Government/Credit Bond ETF shares in Q3 2024, an estimated $240K.
Stratos Wealth Partners first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2017 and held it in 7 quarters.
Stratos Wealth Partners's iShares Intermediate Government/Credit Bond ETF position peaked at $497K in Q2 2023.
269 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2024.

Based on Stratos Wealth Partners's 13F filing for Q3 2024, filed 17 Oct 2024.