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TD Ameritrade Investment Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

TD Ameritrade Investment Management’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
2023
Q3 		– Sell
-181,776
Closed -$18.7M – 190
2023
Q2 		$18.7M Sell
181,776
-10,121
-5% -$1.05M 0.2% 52
2023
Q1 		$20.1M Sell
191,897
-12,796
-6% -$1.32M 0.21% 55
2022
Q4 		$21M Sell
204,693
-18,775
-8% -$1.92M 0.21% 56
2022
Q3 		$22.7M Sell
223,468
-16,776
-7% -$1.76M 0.23% 54
2022
Q2 		$25.4M Sell
240,244
-23,089
-9% -$2.45M 0.23% 56
2022
Q1 		$28.6M Sell
263,333
-15,707
-6% -$1.74M 0.21% 57
2021
Q4 		$31.7M Buy
279,040
+7,306
+3% +$835K 0.22% 56
2021
Q3 		$32M Sell
271,734
-12,590
-4% -$1.46M 0.26% 47
2021
Q2 		$32.9M Buy
284,324
+13,226
+5% +$1.53M 0.23% 52
2021
Q1 		$31.9M Hold
271,098
– – 0.24% 52
2020
Q4 		$31.9M Sell
271,098
-636
-0.2% -$74.7K 0.24% 52
2020
Q3 		$32M Buy
271,734
+62,251
+30% +$7.34M 0.26% 47
2020
Q2 		$24.7M Sell
209,483
-7,671
-4% -$894K 0.21% 54
2020
Q1 		$24.9M Sell
217,154
-26,687
-11% -$3.04M 0.23% 53
2019
Q4 		$27.5M Sell
243,841
-4,712
-2% -$532K 0.21% 53
2019
Q3 		$28.1M Sell
248,553
-7,191
-3% -$811K 0.23% 53
2019
Q2 		$28.7M Sell
255,744
-12,563
-5% -$1.39M 0.23% 48
2019
Q1 		$29.6M Sell
268,307
-11,092
-4% -$1.21M 0.25% 46
2018
Q4 		$30.2M Sell
279,399
-54,564
-16% -$5.84M 0.28% 43
2018
Q3 		$35.9M Sell
333,963
-53,334
-14% -$5.74M 0.29% 43
2018
Q2 		$41.7M Sell
387,297
-22,967
-6% -$2.47M 0.36% 43
2018
Q1 		$44.4M Sell
410,264
-13,147
-3% -$1.43M 0.48% 32
2017
Q4 		$46.5M Sell
423,411
-25,846
-6% -$2.85M 0.53% 31
2017
Q3 		$49.8M Sell
449,257
-516,983
-54% -$57.4M 0.62% 28
2017
Q2 		$107M Sell
966,240
-5,258,386
-84% -$583M 1.43% 19
2017
Q1 		$686M Buy
6,224,626
+264,212
+4% +$29.1M 10.1% 1
2016
Q4 		$655M Buy
5,960,414
+226,794
+4% +$25.2M 10.92% 1
2016
Q3 		$647M Buy
5,733,620
+420,281
+8% +$47.5M 11.12% 1
2016
Q2 		$602M Sell
5,313,339
-262,897
-5% -$29.5M 11.22% 1
2016
Q1 		$625M Buy
5,576,236
+145,329
+3% +$16.1M 12.45% 1
2015
Q4 		$595M Buy
5,430,907
+149,386
+3% +$16.5M 12.29% 1
2015
Q3 		$587M Buy
5,281,521
+66,656
+1% +$7.37M 12.56% 1
2015
Q2 		$577M Buy
5,214,865
+117,756
+2% +$13.1M 11.82% 1
2015
Q1 		$570M Buy
5,097,109
+284,573
+6% +$31.7M 12.18% 1
2014
Q4 		$533M Buy
4,812,536
+254,149
+6% +$28.2M 12.2% 1
2014
Q3 		$503M Buy
4,558,387
+210,908
+5% +$23.3M 12.23% 1
2014
Q2 		$482M Buy
4,347,479
+330,711
+8% +$36.6M 12.22% 1
2014
Q1 		$442M Buy
4,016,768
+213,880
+6% +$23.5M 12.33% 1
2013
Q4 		$416M Buy
3,802,888
+181,447
+5% +$20M 12.72% 1
2013
Q3 		$399M Buy
3,621,441
+112,256
+3% +$12.3M 13.53% 1
2013
Q2 		$385M Buy
+3,509,185
New +$392M 14.39% 1

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 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 $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

TD Ameritrade Investment Management's GVI Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2023, closing a stake of 181,776 shares — an estimated $18.7M sold.

TD Ameritrade Investment Management first reported a position in GVI in Q2 2013 and held it in 41 quarters. The position peaked at $686M in Q1 2017. 242 funds tracked by Wall St. Rank hold GVI as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 181,776 iShares Intermediate Government/Credit Bond ETF shares in Q3 2023, an estimated $18.7M.
  • TD Ameritrade Investment Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2013 and held it in 41 quarters.
  • TD Ameritrade Investment Management's iShares Intermediate Government/Credit Bond ETF position peaked at $686M in Q1 2017.
  • 242 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.