Financial Counselors Inc’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Financial Counselors Inc’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 Q2	–	Sell	-980,095	Closed	-$104M	–	227
2025 Q1	$104M	Buy	980,095 +32,743	+3%	+$3.43M	1.58%	9
2024 Q4	$98.7M	Buy	947,352 +60,259	+7%	+$6.33M	1.44%	10
2024 Q3	$95M	Buy	887,093 +64,603	+8%	+$6.84M	1.41%	10
2024 Q2	$85.3M	Buy	822,490 +777,060	+1,710%	+$80.1M	1.37%	9
2024 Q1	$4.72M	Buy	45,430 +2,704	+6%	+$281K	0.08%	193
2023 Q4	$4.48M	Buy	42,726 +22,982	+116%	+$2.35M	0.08%	194
2023 Q3	$2M	Buy	+19,744	New	+$2.02M	0.04%	257

Other funds holding GVI

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Financial Counselors Inc's GVI Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2025, closing a stake of 980,095 shares — an estimated $104M sold.

Financial Counselors Inc first reported a position in GVI in Q3 2023 and held it in 7 quarters. The position peaked at $104M in Q1 2025. 280 funds tracked by Wall St. Rank hold GVI as of Q2 2025.

Financial Counselors Inc reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 980,095 iShares Intermediate Government/Credit Bond ETF shares in Q2 2025, an estimated $104M.
Financial Counselors Inc first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2023 and held it in 7 quarters.
Financial Counselors Inc's iShares Intermediate Government/Credit Bond ETF position peaked at $104M in Q1 2025.
280 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.