Kovitz Investment Group Partners
GVI icon

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

Kovitz Investment Group 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
2025
Q4 		– Sell
-6,384
Closed -$686K – 810
2025
Q3 		$686K Sell
6,384
-186
-3% -$19.9K ﹤0.01% 938
2025
Q2 		$702K Sell
6,570
-1,042
-14% -$110K ﹤0.01% 877
2025
Q1 		$807K Sell
7,612
-437
-5% -$45.8K ﹤0.01% 793
2024
Q4 		$839K Sell
8,049
-2,664
-25% -$280K ﹤0.01% 756
2024
Q3 		$1.15M Sell
10,713
-707
-6% -$74.8K 0.01% 595
2024
Q2 		$1.18M Sell
11,420
-227
-2% -$23.4K 0.01% 502
2024
Q1 		$1.21M Buy
+11,647
New +$1.21M 0.02% 378
2020
Q3 		– Sell
-4,245
Closed -$500K – 410
2020
Q2 		$500K Buy
+4,245
New +$495K 0.02% 307

Other funds holding GVI

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Kovitz Investment Group Partners's GVI Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2025, closing a stake of 6,384 shares — an estimated $686K sold.

Kovitz Investment Group Partners first reported a position in GVI in Q2 2020 and held it in 8 quarters. The position peaked at $1.21M in Q1 2024. 287 funds tracked by Wall St. Rank hold GVI as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 6,384 iShares Intermediate Government/Credit Bond ETF shares in Q4 2025, an estimated $686K.
  • Kovitz Investment Group Partners first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2020 and held it in 8 quarters.
  • Kovitz Investment Group Partners's iShares Intermediate Government/Credit Bond ETF position peaked at $1.21M in Q1 2024.
  • 287 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.