DI
GVI icon

Disciplined Investments’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Disciplined Investments’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
2022
Q2 		– Sell
-66
Closed -$7K – 1404
2022
Q1 		$7K Hold
66
– – ﹤0.01% 410
2021
Q4 		$8K Hold
66
– – ﹤0.01% 363
2021
Q3 		$8K Hold
66
– – ﹤0.01% 316
2021
Q2 		$8K Hold
66
– – ﹤0.01% 309
2021
Q1 		$8K Hold
66
– – ﹤0.01% 271
2020
Q4 		$8K Hold
66
– – 0.01% 238
2020
Q3 		$8K Hold
66
– – 0.01% 271
2020
Q2 		$8K Hold
66
– – 0.01% 282
2020
Q1 		$8K Sell
66
-8
-11% -$911 0.01% 285
2019
Q4 		$8K Buy
+74
New +$8.36K 0.01% 303

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
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
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return