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

Aveo 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
2025
Q1 		– Sell
-36,144
Closed -$3.77M – 236
2024
Q4 		$3.77M Sell
36,144
-62
-0.2% -$6.51K 0.41% 65
2024
Q3 		$3.88M Buy
36,206
+1,135
+3% +$120K 0.41% 71
2024
Q2 		$3.64M Buy
35,071
+473
+1% +$48.8K 0.41% 69
2024
Q1 		$3.56M Buy
34,598
+1,633
+5% +$170K 0.39% 72
2023
Q4 		$3.45M Sell
32,965
-6,019
-15% -$615K 0.42% 75
2023
Q3 		$3.95M Buy
38,984
+1,262
+3% +$129K 0.52% 60
2023
Q2 		$3.88M Buy
+37,722
New +$3.92M 0.49% 62
2022
Q4 		– Sell
-4,807
Closed -$489K – 335
2022
Q3 		$489K Buy
4,807
+324
+7% +$34K 0.08% 167
2022
Q2 		$473K Buy
+4,483
New +$476K 0.08% 180
2021
Q2 		– Sell
-42,385
Closed -$4.87M – 269
2021
Q1 		$4.87M Buy
+42,385
New +$4.93M 1.23% 18
2020
Q4 		– Sell
-3,911
Closed -$460K – 99
2020
Q3 		$460K Buy
+3,911
New +$461K 0.17% 117
2020
Q2 		– Sell
-25,858
Closed -$2.97M – 87
2020
Q1 		$2.97M Buy
+25,858
New +$2.95M 1.44% 13
2019
Q3 		– Sell
-24,650
Closed -$2.77M – 184
2019
Q2 		$2.77M Buy
24,650
+616
+3% +$68.2K 1.2% 27
2019
Q1 		$2.65M Buy
+24,034
New +$2.62M 1.22% 22
2018
Q4 		– Sell
-23,490
Closed -$2.51M – 137
2018
Q3 		$2.51M Buy
+23,490
New +$2.53M 1.12% 22

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Aveo Capital Partners's GVI Position: Q1 2025 in Review

Aveo Capital Partners sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2025, closing a stake of 36,144 shares — an estimated $3.77M sold.

Aveo Capital Partners first reported a position in GVI in Q3 2018 and held it in 15 quarters. The position peaked at $4.87M in Q1 2021. 270 funds tracked by Wall St. Rank hold GVI as of Q1 2025.

  • Aveo Capital Partners reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 36,144 iShares Intermediate Government/Credit Bond ETF shares in Q1 2025, an estimated $3.77M.
  • Aveo Capital Partners first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2018 and held it in 15 quarters.
  • Aveo Capital Partners's iShares Intermediate Government/Credit Bond ETF position peaked at $4.87M in Q1 2021.
  • 270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.