Orgel Wealth Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Orgel Wealth 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	-8,880	Closed	-$926K	–	85
2024 Q4	$926K	Buy	+8,880	New	+$933K	0.02%	48
2024 Q1	–	Sell	-16,993	Closed	-$1.78M	–	82
2023 Q4	$1.78M	Buy	+16,993	New	+$1.74M	0.05%	36
2017 Q1	–	Sell	-2,165	Closed	-$238K	–	29
2016 Q4	$238K	Buy	+2,165	New	+$240K	0.15%	19

Other funds holding GVI

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Orgel Wealth Management's GVI Position: Q1 2025 in Review

Orgel Wealth Management sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q1 2025, closing a stake of 8,880 shares — an estimated $926K sold.

Orgel Wealth Management first reported a position in GVI in Q4 2016 and held it in 3 quarters. The position peaked at $1.78M in Q4 2023. 270 funds tracked by Wall St. Rank hold GVI as of Q1 2025.

Orgel Wealth Management reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q1 2025 after selling out during the quarter.
Orgel Wealth Management sold 8,880 iShares Intermediate Government/Credit Bond ETF shares in Q1 2025, an estimated $926K.
Orgel Wealth Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2016 and held it in 3 quarters.
Orgel Wealth Management's iShares Intermediate Government/Credit Bond ETF position peaked at $1.78M in Q4 2023.
270 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2025.

Based on Orgel Wealth Management's 13F filing for Q1 2025, filed 15 Apr 2025.