LCM
GVI icon

Logan Capital Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Logan Capital 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
2025
Q1 		– Sell
-8,237
Closed -$858K – 579
2024
Q4 		$858K Buy
+8,237
New +$866K 0.04% 225
2024
Q2 		– Sell
-54
Closed -$5.62K – 466
2024
Q1 		$5.62K Sell
54
-6,380
-99% -$664K ﹤0.01% 411
2023
Q4 		$674K Buy
+6,434
New +$657K 0.03% 232
2023
Q1 		– Sell
-19,470
Closed -$2M – 507
2022
Q4 		$2M Buy
+19,470
New +$1.99M 0.1% 171

Other funds holding GVI

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return