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Optivise Advisory Services’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Optivise Advisory Services’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
Q3 		– Sell
-2,311
Closed -$247K – 213
2025
Q2 		$247K Hold
2,311
– – 0.13% 169
2025
Q1 		$245K Sell
2,311
-609
-21% -$63.9K 0.14% 153
2024
Q4 		$304K Buy
2,920
+95
+3% +$9.98K 0.16% 128
2024
Q3 		$303K Sell
2,825
-63
-2% -$6.67K 0.16% 118
2024
Q2 		$300K Buy
+2,888
New +$298K 0.16% 127

Other funds holding GVI

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 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

Optivise Advisory Services's GVI Position: Q3 2025 in Review

Optivise Advisory Services sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2025, closing a stake of 2,311 shares — an estimated $247K sold.

Optivise Advisory Services first reported a position in GVI in Q2 2024 and held it in 5 quarters. The position peaked at $304K in Q4 2024. 266 funds tracked by Wall St. Rank hold GVI as of Q3 2025.

  • Optivise Advisory Services reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 2,311 iShares Intermediate Government/Credit Bond ETF shares in Q3 2025, an estimated $247K.
  • Optivise Advisory Services first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2024 and held it in 5 quarters.
  • Optivise Advisory Services's iShares Intermediate Government/Credit Bond ETF position peaked at $304K in Q4 2024.
  • 266 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2025.

Based on Optivise Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.