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

V 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
2020
Q4 		– Sell
-3,721
Closed -$438K – 382
2020
Q3 		$438K Buy
+3,721
New +$439K 0.3% 83

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.2B AUM 16.89% 1-Year Est. Return

V Wealth Advisors's GVI Position: Q4 2020 in Review

V Wealth Advisors sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2020, closing a stake of 3,721 shares — an estimated $438K sold.

V Wealth Advisors first reported a position in GVI in Q3 2020 and held it in 1 quarter. The position peaked at $438K in Q3 2020. 206 funds tracked by Wall St. Rank hold GVI as of Q4 2020.

  • V Wealth Advisors reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2020 after selling out during the quarter.
  • V Wealth Advisors sold 3,721 iShares Intermediate Government/Credit Bond ETF shares in Q4 2020, an estimated $438K.
  • V Wealth Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2020 and held it in 1 quarter.
  • V Wealth Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $438K in Q3 2020.
  • 206 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2020.

Based on V Wealth Advisors's 13F filing for Q4 2020, filed 25 Jan 2021.