UBS AM
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UBS AM’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

UBS AM’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
2017
Q2 		– Sell
-190
Closed -$20.9K – 2540
2017
Q1 		$20.9K Buy
+190
New +$20.9K ﹤0.01% 2379

Other funds holding GVI

FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

UBS AM's GVI Position: Q2 2017 in Review

UBS AM sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2017, closing a stake of 190 shares — an estimated $20.9K sold.

UBS AM first reported a position in GVI in Q1 2017 and held it in 1 quarter. The position peaked at $20.9K in Q1 2017. 148 funds tracked by Wall St. Rank hold GVI as of Q2 2017.

  • UBS AM reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2017 after selling out during the quarter.
  • UBS AM sold 190 iShares Intermediate Government/Credit Bond ETF shares in Q2 2017, an estimated $20.9K.
  • UBS AM first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2017 and held it in 1 quarter.
  • UBS AM's iShares Intermediate Government/Credit Bond ETF position peaked at $20.9K in Q1 2017.
  • 148 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2017.

Based on UBS AM's 13F filing for Q2 2017, filed 11 Aug 2017.