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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 $1.37T AUM 24.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.62B AUM 17.53% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return