ZCM
GVI icon

Ziegler Capital Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Ziegler Capital Management’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
2021
Q4 		– Sell
-6,746
Closed -$777K – 427
2021
Q3 		$777K Buy
6,746
+474
+8% +$54.9K 0.03% 353
2021
Q2 		$725K Hold
6,272
– – 0.02% 361
2021
Q1 		$720K Hold
6,272
– – 0.02% 364
2020
Q4 		$738K Buy
6,272
+170
+3% +$20K 0.02% 357
2020
Q3 		$718K Hold
6,102
– – 0.03% 337
2020
Q2 		$718K Hold
6,102
– – 0.02% 359
2020
Q1 		$700K Buy
+6,102
New +$695K 0.02% 416

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.2B AUM 16.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return