Park Place Capital’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Park Place Capital’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
2026 Q1	$427K	Sell	4,000 -3,500	-47%	-$375K	0.09%	131
2025 Q4	$805K	Hold	7,500	–	–	0.17%	87
2025 Q3	$806K	Hold	7,500	–	–	0.17%	92
2025 Q2	$798K	Sell	7,500 -2,500	-25%	-$264K	0.18%	95
2025 Q1	$1.06M	Hold	10,000	–	–	0.29%	73
2024 Q4	$1.04M	Hold	10,000	–	–	0.29%	76
2024 Q3	$1.07M	Hold	10,000	–	–	0.31%	71
2024 Q2	$1.04M	Hold	10,000	–	–	0.33%	64
2024 Q1	$1.04M	Hold	10,000	–	–	0.37%	72
2023 Q4	$1.05M	Buy	+10,000	New	+$1.02M	0.42%	69
2023 Q3	–	Sell	-10,000	Closed	-$1.03M	–	1015
2023 Q2	$1.03M	Buy	+10,000	New	+$1.04M	0.29%	76

Other funds holding GVI

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

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIBC Bancorp USA Chicago, Illinois $74B AUM

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fifth Third Bancorp

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

KeyBank National Association

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return