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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 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 22.9% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 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

Harbor Investment Advisory's GVI Position: Q1 2025 in Review

Harbor Investment Advisory sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2025, closing a stake of 600 shares — an estimated $62.5K sold.

Harbor Investment Advisory first reported a position in GVI in Q4 2021 and held it in 13 quarters. The position peaked at $150K in Q4 2021. 270 funds tracked by Wall St. Rank hold GVI as of Q1 2025.

Harbor Investment Advisory reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2025 after selling out during the quarter.
Harbor Investment Advisory sold 600 iShares Intermediate Government/Credit Bond ETF shares in Q1 2025, an estimated $62.5K.
Harbor Investment Advisory first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2021 and held it in 13 quarters.
Harbor Investment Advisory's iShares Intermediate Government/Credit Bond ETF position peaked at $150K in Q4 2021.
270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2025.

Based on Harbor Investment Advisory's 13F filing for Q1 2025, filed 9 Apr 2025.