IIC
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Integrated Investment Consultants’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Integrated Investment Consultants’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
-46,994
Closed -$4.98M – 343
2025
Q1 		$4.98M Sell
46,994
-11,290
-19% -$1.18M 0.99% 20
2024
Q4 		$6.07M Sell
58,284
-8,738
-13% -$918K 1.25% 17
2024
Q3 		$7.18M Sell
67,022
-1,762
-3% -$186K 1.56% 16
2024
Q2 		$7.15M Hold
68,784
– – 1.97% 13
2024
Q1 		$7.15M Sell
68,784
-2,455
-3% -$255K 1.97% 13
2023
Q4 		$7.46M Buy
71,239
+1,660
+2% +$170K 2.36% 12
2023
Q3 		$7.05M Sell
69,579
-1,197
-2% -$122K 2.56% 8
2023
Q2 		$7.28M Sell
70,776
-1,270
-2% -$132K 2.31% 12
2023
Q1 		$7.53M Sell
72,046
-7,355
-9% -$761K 2.36% 10
2022
Q4 		$8.14M Sell
79,401
-10,683
-12% -$1.09M 2.75% 7
2022
Q3 		$9.16M Buy
90,084
+3,090
+4% +$324K 3.65% 6
2022
Q2 		$9.18M Sell
86,994
-4,729
-5% -$502K 3.33% 8
2022
Q1 		$9.96M Buy
91,723
+2,137
+2% +$237K 2.79% 9
2021
Q4 		$10.2M Sell
89,586
-61,423
-41% -$7.02M 2.72% 8
2021
Q3 		$17.4M Sell
151,009
-636
-0.4% -$73.7K 5.1% 4
2021
Q2 		$17.5M Buy
151,645
+16,703
+12% +$1.93M 5.14% 4
2021
Q1 		$15.5M Buy
+134,942
New +$15.7M 5.35% 4

Other funds holding GVI

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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
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
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 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