HIA
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Harbor Investment Advisory’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Harbor Investment Advisory’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
Q1 		– Sell
-600
Closed -$62.5K – 1185
2024
Q4 		$62.5K Hold
600
– – 0.01% 552
2024
Q3 		$64.3K Hold
600
– – 0.01% 548
2024
Q2 		$62.2K Hold
600
– – 0.01% 541
2024
Q1 		$62.4K Hold
600
– – 0.01% 540
2023
Q4 		$62.9K Hold
600
– – 0.01% 522
2023
Q3 		$60.8K Hold
600
– – 0.01% 509
2023
Q2 		$61.7K Hold
600
– – 0.01% 649
2023
Q1 		$62.7K Hold
600
– – 0.01% 640
2022
Q4 		$61.5K Hold
600
– – 0.01% 639
2022
Q3 		$61K Sell
600
-723
-55% -$75.9K 0.01% 619
2022
Q2 		$140K Hold
1,323
– – 0.02% 412
2022
Q1 		$144K Hold
1,323
– – 0.02% 445
2021
Q4 		$150K Buy
+1,323
New +$151K 0.02% 437

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return