JIP
GVI icon

Jaffetilchin Investment Partners’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Jaffetilchin Investment Partners’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
Q4 		– Sell
-231
Closed -$24.8K – 752
2024
Q3 		$24.8K Buy
+231
New +$24.4K ﹤0.01% 718
2020
Q1 		– Sell
-3,203
Closed -$361K – 191
2019
Q4 		$361K Buy
3,203
+15
+0.5% +$1.69K 0.08% 150
2019
Q3 		$361K Buy
3,188
+1,238
+63% +$140K 0.09% 151
2019
Q2 		$219K Buy
+1,950
New +$216K 0.05% 235

Other funds holding GVI

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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 $30.4B AUM 27.51% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Jaffetilchin Investment Partners's GVI Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2024, closing a stake of 231 shares — an estimated $24.8K sold.

Jaffetilchin Investment Partners first reported a position in GVI in Q2 2019 and held it in 4 quarters. The position peaked at $361K in Q4 2019. 278 funds tracked by Wall St. Rank hold GVI as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 231 iShares Intermediate Government/Credit Bond ETF shares in Q4 2024, an estimated $24.8K.
  • Jaffetilchin Investment Partners first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2019 and held it in 4 quarters.
  • Jaffetilchin Investment Partners's iShares Intermediate Government/Credit Bond ETF position peaked at $361K in Q4 2019.
  • 278 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.