IIM
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InTrack Investment Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

InTrack Investment 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
2024
Q2 		– Sell
-16,983
Closed -$1.77M – 137
2024
Q1 		$1.77M Sell
16,983
-24,631
-59% -$2.56M 1.31% 13
2023
Q4 		$4.36M Sell
41,614
-2,485
-6% -$254K 3.27% 5
2023
Q3 		$4.47M Sell
44,099
-4,360
-9% -$446K 3.93% 3
2023
Q2 		$4.99M Sell
48,459
-330
-0.7% -$34.3K 4.07% 3
2023
Q1 		$5.13M Sell
48,789
-2,619
-5% -$271K 4.7% 3
2022
Q4 		$5.27M Buy
51,408
+4,603
+10% +$470K 5.27% 2
2022
Q3 		$4.76M Buy
46,805
+10,854
+30% +$1.14M 5.26% 1
2022
Q2 		$3.79M Buy
+35,951
New +$3.82M 3.88% 4

Other funds holding GVI

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
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return