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

Washington Trust Bank’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
Q1 		– Sell
-4,500
Closed -$471K – 228
2023
Q4 		$471K Buy
+4,500
New +$460K 0.04% 140
2019
Q2 		– Sell
-865
Closed -$95K – 342
2019
Q1 		$95K Sell
865
-30
-3% -$3.27K 0.02% 267
2018
Q4 		$97K Sell
895
-35
-4% -$3.75K 0.01% 262
2018
Q3 		$100K Hold
930
– – 0.01% 292
2018
Q2 		$100K Sell
930
-265
-22% -$28.5K 0.01% 298
2018
Q1 		$129K Sell
1,195
-35
-3% -$3.8K 0.02% 275
2017
Q4 		$135K Sell
1,230
-65
-5% -$7.17K 0.02% 270
2017
Q3 		$144K Sell
1,295
-1,565
-55% -$174K 0.02% 259
2017
Q2 		$317K Hold
2,860
– – 0.07% 159
2017
Q1 		$315K Buy
2,860
+70
+3% +$7.7K 0.07% 161
2016
Q4 		$306K Hold
2,790
– – 0.07% 156
2016
Q3 		$315K Sell
2,790
-30
-1% -$3.39K 0.08% 139
2016
Q2 		$320K Sell
2,820
-45
-2% -$5.04K 0.08% 134
2016
Q1 		$321K Sell
2,865
-105
-4% -$11.6K 0.08% 128
2015
Q4 		$326K Sell
2,970
-205
-6% -$22.6K 0.07% 148
2015
Q3 		$353K Hold
3,175
– – 0.09% 135
2015
Q2 		$351K Sell
3,175
-75
-2% -$8.34K 0.09% 139
2015
Q1 		$363K Hold
3,250
– – 0.09% 144
2014
Q4 		$360K Sell
3,250
-15
-0.5% -$1.66K 0.09% 158
2014
Q3 		$360K Hold
3,265
– – 0.11% 153
2014
Q2 		$362K Hold
3,265
– – 0.07% 162
2014
Q1 		$359K Buy
+3,265
New +$359K 0.08% 151

Other funds holding GVI

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
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
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 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
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Washington Trust Bank's GVI Position: Q1 2024 in Review

Washington Trust Bank sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2024, closing a stake of 4,500 shares — an estimated $471K sold.

Washington Trust Bank first reported a position in GVI in Q1 2014 and held it in 22 quarters. The position peaked at $471K in Q4 2023. 263 funds tracked by Wall St. Rank hold GVI as of Q1 2024.

  • Washington Trust Bank reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Washington Trust Bank sold 4,500 iShares Intermediate Government/Credit Bond ETF shares in Q1 2024, an estimated $471K.
  • Washington Trust Bank first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2014 and held it in 22 quarters.
  • Washington Trust Bank's iShares Intermediate Government/Credit Bond ETF position peaked at $471K in Q4 2023.
  • 263 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2024.

Based on Washington Trust Bank's 13F filing for Q1 2024, filed 14 May 2024.