GM
GVI icon

GeoWealth Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

GeoWealth 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
2023
Q4 		– Sell
-4
Closed – – 696
2023
Q3 		$0 Hold
4
– – ﹤0.01% 502
2023
Q2 		$0 Hold
4
– – ﹤0.01% 451
2023
Q1 		$0 Hold
4
– – ﹤0.01% 405
2022
Q4 		$0 Sell
4
-85
-96% -$8.69K ﹤0.01% 375
2022
Q3 		$9K Sell
89
-14
-14% -$1.47K ﹤0.01% 334
2022
Q2 		$11K Sell
103
-69
-40% -$7.32K ﹤0.01% 326
2022
Q1 		$18K Buy
172
+3
+2% +$333 ﹤0.01% 372
2021
Q4 		$19K Buy
169
+28
+20% +$3.2K ﹤0.01% 357
2021
Q3 		$16K Buy
+141
New +$16.3K ﹤0.01% 378

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
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return