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Wick Capital Partners’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Wick Capital Partners’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
Q3 		– Sell
-12,699
Closed -$287K – 84
2024
Q2 		$287K Buy
+12,699
New +$1.31M 0.1% 63

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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
FCI
Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Wick Capital Partners's GVI Position: Q3 2024 in Review

Wick Capital Partners sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2024, closing a stake of 12,699 shares — an estimated $287K sold.

Wick Capital Partners first reported a position in GVI in Q2 2024 and held it in 1 quarter. The position peaked at $287K in Q2 2024. 269 funds tracked by Wall St. Rank hold GVI as of Q3 2024.

  • Wick Capital Partners reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Wick Capital Partners sold 12,699 iShares Intermediate Government/Credit Bond ETF shares in Q3 2024, an estimated $287K.
  • Wick Capital Partners first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2024 and held it in 1 quarter.
  • Wick Capital Partners's iShares Intermediate Government/Credit Bond ETF position peaked at $287K in Q2 2024.
  • 269 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2024.

Based on Wick Capital Partners's 13F filing for Q3 2024, filed 14 Nov 2024.