Washington Trust Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Washington Trust 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
2024 Q2	–	Sell	-117	Closed	-$12.2K	–	670
2024 Q1	$12.2K	Hold	117	–	–	﹤0.01%	454
2023 Q4	$12.3K	Sell	117 -9,383	-99%	-$959K	﹤0.01%	448
2023 Q3	$963K	Hold	9,500	–	–	0.1%	94
2023 Q2	$978K	Sell	9,500 -1,000	-10%	-$104K	0.09%	96
2023 Q1	$1.1M	Sell	10,500 -3,300	-24%	-$342K	0.11%	87
2022 Q4	$1.41M	Sell	13,800 -1,595	-10%	-$163K	0.15%	77
2022 Q3	$1.57M	Hold	15,395	–	–	0.15%	86
2022 Q2	$1.63M	Sell	15,395 -2,500	-14%	-$265K	0.14%	84
2022 Q1	$1.94M	Sell	17,895 -5,000	-22%	-$555K	0.14%	87
2021 Q4	$2.6M	Buy	+22,895	New	+$2.62M	0.18%	83

Other funds holding GVI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Washington Trust Advisors's GVI Position: Q2 2024 in Review

Washington Trust Advisors sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2024, closing a stake of 117 shares — an estimated $12.2K sold.

Washington Trust Advisors first reported a position in GVI in Q4 2021 and held it in 10 quarters. The position peaked at $2.6M in Q4 2021. 257 funds tracked by Wall St. Rank hold GVI as of Q2 2024.

Washington Trust Advisors reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2024 after selling out during the quarter.
Washington Trust Advisors sold 117 iShares Intermediate Government/Credit Bond ETF shares in Q2 2024, an estimated $12.2K.
Washington Trust Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2021 and held it in 10 quarters.
Washington Trust Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $2.6M in Q4 2021.
257 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2024.

Based on Washington Trust Advisors's 13F filing for Q2 2024, filed 25 Jul 2024.