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TRUE Private Wealth Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

TRUE Private Wealth 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
2022
Q1 		– Sell
-3,491
Closed -$397K – 251
2021
Q4 		$397K Hold
3,491
– – 0.06% 170
2021
Q3 		$401K Hold
3,491
– – 0.06% 164
2021
Q2 		$403K Buy
3,491
+32
+0.9% +$3.69K 0.06% 151
2021
Q1 		$397K Sell
3,459
-215
-6% -$25K 0.06% 154
2020
Q4 		$432K Sell
3,674
-3,773
-51% -$443K 0.07% 133
2020
Q3 		$876K Sell
7,447
-211,839
-97% -$25M 0.15% 83
2020
Q2 		$25.8M Buy
219,286
+4,389
+2% +$512K 4.72% 3
2020
Q1 		$24.7M Sell
214,897
-23,071
-10% -$2.63M 5.26% 3
2019
Q4 		$26.8M Buy
237,968
+4,341
+2% +$490K 4.11% 5
2019
Q3 		$26.5M Buy
233,627
+732
+0.3% +$82.6K 4.57% 4
2019
Q2 		$26.1M Buy
232,895
+4,427
+2% +$490K 4.46% 4
2019
Q1 		$25.2M Buy
228,468
+90,566
+66% +$9.86M 4.8% 3
2018
Q4 		$14.9M Buy
137,902
+3,057
+2% +$327K 2.63% 7
2018
Q3 		$14.5M Buy
134,845
+23,886
+22% +$2.57M 2.04% 8
2018
Q2 		$12M Buy
110,959
+1,694
+2% +$182K 1.88% 13
2018
Q1 		$11.8M Buy
+109,265
New +$11.9M 2.03% 10

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TRUE Private Wealth Advisors's GVI Position: Q1 2022 in Review

TRUE Private Wealth Advisors sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2022, closing a stake of 3,491 shares — an estimated $397K sold.

TRUE Private Wealth Advisors first reported a position in GVI in Q1 2018 and held it in 16 quarters. The position peaked at $26.8M in Q4 2019. 219 funds tracked by Wall St. Rank hold GVI as of Q1 2022.

  • TRUE Private Wealth Advisors reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2022 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 3,491 iShares Intermediate Government/Credit Bond ETF shares in Q1 2022, an estimated $397K.
  • TRUE Private Wealth Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2018 and held it in 16 quarters.
  • TRUE Private Wealth Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $26.8M in Q4 2019.
  • 219 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2022.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.