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Tobias Financial Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Tobias Financial 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
2020
Q1 		– Sell
-1,243
Closed -$140K – 141
2019
Q4 		$140K Buy
+1,243
New +$140K 0.09% 62

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Tobias Financial Advisors's GVI Position: Q1 2020 in Review

Tobias Financial Advisors sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2020, closing a stake of 1,243 shares — an estimated $140K sold.

Tobias Financial Advisors first reported a position in GVI in Q4 2019 and held it in 1 quarter. The position peaked at $140K in Q4 2019. 212 funds tracked by Wall St. Rank hold GVI as of Q1 2020.

  • Tobias Financial Advisors reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 1,243 iShares Intermediate Government/Credit Bond ETF shares in Q1 2020, an estimated $140K.
  • Tobias Financial Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $140K in Q4 2019.
  • 212 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.