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

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CIA
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Bank of America
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CIBC Private Wealth Group
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MT
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return