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

WFG 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
2016
Q2 		– Sell
-3
Closed – – 1614
2016
Q1 		$0 Hold
3
– – ﹤0.01% 1584
2015
Q4 		$0 Hold
3
– – ﹤0.01% 1606
2015
Q3 		$0 Hold
3
– – ﹤0.01% 1651
2015
Q2 		$0 Hold
3
– – ﹤0.01% 1721
2015
Q1 		$0 Hold
3
– – ﹤0.01% 1896
2014
Q4 		$0 Hold
3
– – ﹤0.01% 2142
2014
Q3 		$0 Sell
3
-50
-94% -$5.53K ﹤0.01% 2128
2014
Q2 		$6K Sell
53
-1
-2% -$111 ﹤0.01% 1612
2014
Q1 		$6K Buy
54
+41
+315% +$4.51K ﹤0.01% 1586
2013
Q4 		$1K Buy
13
+7
+117% +$770 ﹤0.01% 2084
2013
Q3 		$1K Buy
+6
New +$657 ﹤0.01% 2035

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
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WFG Advisors's GVI Position: Q2 2016 in Review

WFG Advisors sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2016, closing a stake of 3 shares.

WFG Advisors first reported a position in GVI in Q3 2013 and held it in 11 quarters. The position peaked at $6K in Q2 2014. 136 funds tracked by Wall St. Rank hold GVI as of Q2 2016.

  • WFG Advisors reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2016 after selling out during the quarter.
  • WFG Advisors sold 3 iShares Intermediate Government/Credit Bond ETF shares in Q2 2016.
  • WFG Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2013 and held it in 11 quarters.
  • WFG Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $6K in Q2 2014.
  • 136 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2016.

Based on WFG Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.