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

Capital Insight 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
Q1 		– Sell
-2,711
Closed -$284K – 164
2023
Q4 		$284K Buy
2,711
+25
+0.9% +$2.55K 0.06% 148
2023
Q3 		$272K Sell
2,686
-125
-4% -$12.8K 0.06% 143
2023
Q2 		$289K Sell
2,811
-85
-3% -$8.84K 0.06% 140
2023
Q1 		$303K Sell
2,896
-907
-24% -$93.9K 0.07% 142
2022
Q4 		$390K Sell
3,803
-1,423
-27% -$145K 0.1% 125
2022
Q3 		$531K Sell
5,226
-3,937
-43% -$413K 0.14% 106
2022
Q2 		$967K Sell
9,163
-7,064
-44% -$750K 0.23% 101
2022
Q1 		$1.76M Sell
16,227
-9,128
-36% -$1.01M 0.36% 91
2021
Q4 		$2.88M Sell
25,355
-9,385
-27% -$1.07M 0.59% 57
2021
Q3 		$4M Sell
34,740
-2,929
-8% -$339K 0.87% 33
2021
Q2 		$4.36M Sell
37,669
-491
-1% -$56.7K 0.98% 29
2021
Q1 		$4.38M Sell
38,160
-76
-0.2% -$8.84K 1.06% 27
2020
Q4 		$4.5M Sell
38,236
-120
-0.3% -$14.1K 1.13% 21
2020
Q3 		$4.52M Buy
38,356
+2,144
+6% +$253K 1.27% 17
2020
Q2 		$4.26M Buy
+36,212
New +$4.22M 1.34% 14

Other funds holding GVI

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Capital Insight Partners's GVI Position: Q1 2024 in Review

Capital Insight Partners sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2024, closing a stake of 2,711 shares — an estimated $284K sold.

Capital Insight Partners first reported a position in GVI in Q2 2020 and held it in 15 quarters. The position peaked at $4.52M in Q3 2020. 263 funds tracked by Wall St. Rank hold GVI as of Q1 2024.

  • Capital Insight Partners reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Capital Insight Partners sold 2,711 iShares Intermediate Government/Credit Bond ETF shares in Q1 2024, an estimated $284K.
  • Capital Insight Partners first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2020 and held it in 15 quarters.
  • Capital Insight Partners's iShares Intermediate Government/Credit Bond ETF position peaked at $4.52M in Q3 2020.
  • 263 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2024.

Based on Capital Insight Partners's 13F filing for Q1 2024, filed 16 Apr 2024.