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

Triad 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
2023 Q3	$1.03M	Sell	10,130 -2,258	-18%	-$231K	0.36%	31
2023 Q2	$1.27M	Sell	12,388 -2,467	-17%	-$257K	0.52%	26
2023 Q1	$1.55M	Sell	14,855 -784	-5%	-$81.2K	0.68%	22
2022 Q4	$1.6M	Sell	15,639 -77	-0.5%	-$7.87K	0.71%	20
2022 Q3	$1.6M	Sell	15,716 -1,611	-9%	-$169K	0.87%	16
2022 Q2	$1.83M	Buy	17,327 +415	+2%	+$44K	1.01%	14
2022 Q1	$1.83M	Sell	16,912 -70	-0.4%	-$7.78K	0.98%	14
2021 Q4	$1.93M	Buy	+16,982	New	+$1.94M	1.15%	12

Other funds holding GVI

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

Triad Financial Advisors's GVI Position: Q3 2023 in Review

Triad Financial Advisors reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 18% in Q3 2023, selling an estimated $231K and leaving 10,130 shares worth $1.03M. The position accounts for 0.36% of the portfolio, ranked #31.

Triad Financial Advisors first reported a position in GVI in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.93M in Q4 2021. 241 funds tracked by Wall St. Rank hold GVI as of Q3 2023.

Triad Financial Advisors held 10,130 shares of iShares Intermediate Government/Credit Bond ETF worth $1.03M as of Q3 2023.
Triad Financial Advisors sold 2,258 iShares Intermediate Government/Credit Bond ETF shares in Q3 2023, an estimated $231K.
iShares Intermediate Government/Credit Bond ETF made up 0.36% of Triad Financial Advisors's portfolio in Q3 2023, its #31 holding.
Triad Financial Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $1.93M in Q4 2021.
241 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.