Kovitz Investment Group Partners
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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
Q2 		$702K Sell
2025
Q1 		$807K Sell
2024
Q4 		$839K Sell
2024
Q3 		$1.15M Sell
2024
Q2 		$1.18M Sell
2024
Q1 		$1.21M Buy
2020
Q3 		– Sell
2020
Q2 		$500K Buy