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Vigilant Capital Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Vigilant Capital Management’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
2023
Q2 		$68K Hold
660
– – 0.01% 250
2023
Q1 		$69K Buy
+660
New +$68.3K 0.01% 237

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.2B AUM 16.89% 1-Year Est. Return

Vigilant Capital Management's GVI Position: Q2 2023 in Review

Vigilant Capital Management held its iShares Intermediate Government/Credit Bond ETF (GVI) position steady in Q2 2023 at 660 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #250.

Vigilant Capital Management first reported a position in GVI in Q1 2023 and has held it in 2 quarters since. The position peaked at $69K in Q1 2023. 235 funds tracked by Wall St. Rank hold GVI as of Q2 2023.

  • Vigilant Capital Management held 660 shares of iShares Intermediate Government/Credit Bond ETF worth $68K as of Q2 2023.
  • Vigilant Capital Management left its iShares Intermediate Government/Credit Bond ETF share count unchanged in Q2 2023.
  • iShares Intermediate Government/Credit Bond ETF made up 0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #250 holding.
  • Vigilant Capital Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2023 and has held it in 2 quarters since.
  • Vigilant Capital Management's iShares Intermediate Government/Credit Bond ETF position peaked at $69K in Q1 2023.
  • 235 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.