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

Veritable’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
2014
Q1 		– Sell
-376
Closed -$41K – 947
2013
Q4 		$41K Buy
+376
New +$41.4K ﹤0.01% 929

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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
RWM
Raffa Wealth Management Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Veritable's GVI Position: Q1 2014 in Review

Veritable sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2014, closing a stake of 376 shares — an estimated $41K sold.

Veritable first reported a position in GVI in Q4 2013 and held it in 1 quarter. The position peaked at $41K in Q4 2013. 100 funds tracked by Wall St. Rank hold GVI as of Q1 2014.

  • Veritable reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Veritable sold 376 iShares Intermediate Government/Credit Bond ETF shares in Q1 2014, an estimated $41K.
  • Veritable first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2013 and held it in 1 quarter.
  • Veritable's iShares Intermediate Government/Credit Bond ETF position peaked at $41K in Q4 2013.
  • 100 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2014.

Based on Veritable's 13F filing for Q1 2014, filed 15 May 2014.