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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 3.64% 6
2022
Q2 		$9.18M Sell
86,994
-4,729
-5% -$502K 3.32% 8
2022
Q1 		$9.96M Buy
91,723
+2,137
+2% +$237K 2.7% 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 5.09% 4
2021
Q2 		$17.5M Buy
151,645
+16,703
+12% +$1.93M 5.12% 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 $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 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 $30.4B AUM 27.51% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Integrated Investment Consultants's GVI Position: Q2 2025 in Review

Integrated Investment Consultants sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q2 2025, closing a stake of 46,994 shares — an estimated $4.98M sold.

Integrated Investment Consultants first reported a position in GVI in Q1 2021 and held it in 17 quarters. The position peaked at $17.5M in Q2 2021. 280 funds tracked by Wall St. Rank hold GVI as of Q2 2025.

  • Integrated Investment Consultants reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Integrated Investment Consultants sold 46,994 iShares Intermediate Government/Credit Bond ETF shares in Q2 2025, an estimated $4.98M.
  • Integrated Investment Consultants first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2021 and held it in 17 quarters.
  • Integrated Investment Consultants's iShares Intermediate Government/Credit Bond ETF position peaked at $17.5M in Q2 2021.
  • 280 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2025.

Based on Integrated Investment Consultants's 13F filing for Q2 2025, filed 14 Aug 2025.