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Sturgeon Ventures’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Sturgeon Ventures’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
2018
Q2 		– Sell
-1,342
Closed -$203K – 43
2018
Q1 		$203K Buy
+1,342
New +$146K 0.09% 60

Other funds holding GVI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $91.6B AUM 29.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sturgeon Ventures's GVI Position: Q2 2018 in Review

Sturgeon Ventures sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2018, closing a stake of 1,342 shares — an estimated $203K sold.

Sturgeon Ventures first reported a position in GVI in Q1 2018 and held it in 1 quarter. The position peaked at $203K in Q1 2018. 174 funds tracked by Wall St. Rank hold GVI as of Q2 2018.

  • Sturgeon Ventures reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Sturgeon Ventures sold 1,342 iShares Intermediate Government/Credit Bond ETF shares in Q2 2018, an estimated $203K.
  • Sturgeon Ventures first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2018 and held it in 1 quarter.
  • Sturgeon Ventures's iShares Intermediate Government/Credit Bond ETF position peaked at $203K in Q1 2018.
  • 174 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2018.

Based on Sturgeon Ventures's 13F filing for Q2 2018, filed 5 Sep 2018.