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USA Financial Formulas’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

USA Financial Formulas’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
2015
Q3 		– Sell
-2,298
Closed -$254K – 140
2015
Q2 		$254K Buy
+2,298
New +$255K 0.08% 184

Other funds holding GVI

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

USA Financial Formulas's GVI Position: Q3 2015 in Review

USA Financial Formulas sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2015, closing a stake of 2,298 shares — an estimated $254K sold.

USA Financial Formulas first reported a position in GVI in Q2 2015 and held it in 1 quarter. The position peaked at $254K in Q2 2015. 122 funds tracked by Wall St. Rank hold GVI as of Q3 2015.

  • USA Financial Formulas reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2015 after selling out during the quarter.
  • USA Financial Formulas sold 2,298 iShares Intermediate Government/Credit Bond ETF shares in Q3 2015, an estimated $254K.
  • USA Financial Formulas first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2015 and held it in 1 quarter.
  • USA Financial Formulas's iShares Intermediate Government/Credit Bond ETF position peaked at $254K in Q2 2015.
  • 122 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2015.

Based on USA Financial Formulas's 13F filing for Q3 2015, filed 16 Nov 2015.