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

TD Ameritrade Trust’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
2014 Q4	–	Sell	-19	Closed	-$2K	–	45
2014 Q3	$2K	Buy	19 +1	+6%	+$111	﹤0.01%	43
2014 Q2	$2K	Hold	18	–	–	﹤0.01%	41
2014 Q1	$2K	Hold	18	–	–	﹤0.01%	40
2013 Q4	$2K	Hold	18	–	–	﹤0.01%	40
2013 Q3	$2K	Hold	18	–	–	﹤0.01%	40
2013 Q2	$2K	Buy	+18	New	+$2.01K	﹤0.01%	43

Other funds holding GVI

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

PFG

Pacific Financial Group Bellevue, Washington $209M AUM 22.2% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

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

TD Ameritrade Trust's GVI Position: Q4 2014 in Review

TD Ameritrade Trust sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2014, closing a stake of 19 shares — an estimated $2K sold.

TD Ameritrade Trust first reported a position in GVI in Q2 2013 and held it in 6 quarters. The position peaked at $2K in Q3 2014. 116 funds tracked by Wall St. Rank hold GVI as of Q4 2014.

TD Ameritrade Trust reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2014 after selling out during the quarter.
TD Ameritrade Trust sold 19 iShares Intermediate Government/Credit Bond ETF shares in Q4 2014, an estimated $2K.
TD Ameritrade Trust first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2013 and held it in 6 quarters.
TD Ameritrade Trust's iShares Intermediate Government/Credit Bond ETF position peaked at $2K in Q3 2014.
116 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2014.

Based on TD Ameritrade Trust's 13F filing for Q4 2014, filed 14 Jan 2015.