First Citizens Asset Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

First Citizens Asset Management’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 Q4	–	Sell	-4,078	Closed	-$437K	–	27
2024 Q3	$437K	Buy	4,078 +382	+10%	+$40.4K	0.16%	25
2024 Q2	$383K	Sell	3,696 -1,726	-32%	-$178K	0.14%	27
2024 Q1	$564K	Sell	5,422 -523,234	-99%	-$54.4M	0.21%	21
2023 Q4	$55.4M	Sell	528,656 -8,576	-2%	-$876K	22.18%	1
2023 Q3	$54.4M	Buy	537,232 +22,956	+4%	+$2.35M	23.14%	1
2023 Q2	$52.9M	Buy	514,276 +62,584	+14%	+$6.51M	21.66%	1
2023 Q1	$47.2M	Buy	451,692 +238,214	+112%	+$24.7M	19.62%	1
2022 Q4	$21.9M	Buy	213,478 +1,110	+0.5%	+$113K	12.28%	2
2022 Q3	$21.6M	Buy	+212,368	New	+$22.3M	13.64%	2

Other funds holding GVI

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

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

First Citizens Asset Management's GVI Position: Q4 2024 in Review

First Citizens Asset Management sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2024, closing a stake of 4,078 shares — an estimated $437K sold.

First Citizens Asset Management first reported a position in GVI in Q3 2022 and held it in 9 quarters. The position peaked at $55.4M in Q4 2023. 278 funds tracked by Wall St. Rank hold GVI as of Q4 2024.

First Citizens Asset Management reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2024 after selling out during the quarter.
First Citizens Asset Management sold 4,078 iShares Intermediate Government/Credit Bond ETF shares in Q4 2024, an estimated $437K.
First Citizens Asset Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2022 and held it in 9 quarters.
First Citizens Asset Management's iShares Intermediate Government/Credit Bond ETF position peaked at $55.4M in Q4 2023.
278 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2024.

Based on First Citizens Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.