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WESPAC Advisors SoCal’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

WESPAC Advisors SoCal’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
2016
Q3 		– Sell
-250
Closed -$28.3K – 289
2016
Q2 		$28.3K Sell
250
-549
-69% -$61.5K 0.02% 135
2016
Q1 		$89.5K Buy
+799
New +$88.6K 0.07% 94

Other funds holding GVI

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 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 $1.83B AUM 13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WESPAC Advisors SoCal's GVI Position: Q3 2016 in Review

WESPAC Advisors SoCal sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2016, closing a stake of 250 shares — an estimated $28.3K sold.

WESPAC Advisors SoCal first reported a position in GVI in Q1 2016 and held it in 2 quarters. The position peaked at $89.5K in Q1 2016. 133 funds tracked by Wall St. Rank hold GVI as of Q3 2016.

  • WESPAC Advisors SoCal reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2016 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 250 iShares Intermediate Government/Credit Bond ETF shares in Q3 2016, an estimated $28.3K.
  • WESPAC Advisors SoCal first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2016 and held it in 2 quarters.
  • WESPAC Advisors SoCal's iShares Intermediate Government/Credit Bond ETF position peaked at $89.5K in Q1 2016.
  • 133 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2016.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2016, filed 14 Nov 2016.