Number of Shares
298,977.00
Current Holdings Value*
$31.70 Mil
% of Portfolio
1.86%
Total Estimate Gain
$-7.24 Mil
% of Total Estimate Gain
-4.30%

Strategic Financial Services, Inc.'s iShares Intermediate Government/Credit Bond ETF Holding Summary

As of 2025-03-31, Strategic Financial Services, Inc. held 298,977.00 shares of iShares Intermediate Government/Credit Bond ETF(GVI), totaling $31.70 Mil. This investment constitutes 1.86% of their stock portfolio, and Strategic Financial Services, Inc. now holds 0.94% of the outstanding iShares Intermediate Government/Credit Bond ETF(GVI) stock.

The initial trade took place in 2018Q2. And since then Strategic Financial Services, Inc. has made 21 purchases of GVI, at an average price of $109.98, for a total of 1.53 Mil shares. In addition, there have been 7 sales at an average price of $105.01 for 1.23 Mil shares. Based on historical transaction data and GVI's current price of $106.18, Strategic Financial Services, Inc.'s estimated gain on his GVI holdings is $-7.24 Mil, reflecting a -4.30% gain to date.

Strategic Financial Services, Inc. GVI ($106.18) Holding Chart

Strategic Financial Services, Inc. GVI ($106.18) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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