Wealthspire Advisors (Maryland)’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-9	Closed	-$1K	–	1090
2019 Q1	$1K	Hold	9	–	–	﹤0.01%	2334
2018 Q4	$1K	Hold	9	–	–	﹤0.01%	2272
2018 Q3	$1K	Sell	9 -333	-97%	-$35.8K	﹤0.01%	2286
2018 Q2	$37K	Buy	342 +1	+0.3%	+$108	﹤0.01%	1085
2018 Q1	$37K	Hold	341	–	–	﹤0.01%	1098
2017 Q4	$37K	Hold	341	–	–	﹤0.01%	1123
2017 Q3	$38K	Hold	341	–	–	﹤0.01%	1067
2017 Q2	$38K	Sell	341 -200	-37%	-$22.2K	﹤0.01%	1038
2017 Q1	$60K	Buy	541 +1	+0.2%	+$110	0.01%	757
2016 Q4	$59K	Hold	540	–	–	0.01%	725
2016 Q3	$61K	Hold	540	–	–	0.01%	721
2016 Q2	$61K	Hold	540	–	–	0.01%	681
2016 Q1	$60K	Hold	540	–	–	0.01%	655
2015 Q4	$59K	Buy	+540	New	+$59.6K	0.01%	669

Other funds holding GVI

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

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

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

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

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s GVI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2019, closing a stake of 9 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in GVI in Q4 2015 and held it in 14 quarters. The position peaked at $61K in Q3 2016. 199 funds tracked by Wall St. Rank hold GVI as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 9 iShares Intermediate Government/Credit Bond ETF shares in Q2 2019, an estimated $1K.
Wealthspire Advisors (Maryland) first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s iShares Intermediate Government/Credit Bond ETF position peaked at $61K in Q3 2016.
199 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.