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Pinion Investment Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Pinion Investment Advisors’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
Q4 		– Sell
-1,955
Closed -$211K – 177
2025
Q3 		$211K Buy
+1,955
New +$209K 0.06% 164
2024
Q1 		– Sell
-1,981
Closed -$208K – 153
2023
Q4 		$208K Buy
+1,981
New +$202K 0.12% 145

Other funds holding GVI

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Pinion Investment Advisors's GVI Position: Q4 2025 in Review

Pinion Investment Advisors sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2025, closing a stake of 1,955 shares — an estimated $211K sold.

Pinion Investment Advisors first reported a position in GVI in Q4 2023 and held it in 2 quarters. The position peaked at $211K in Q3 2025. 287 funds tracked by Wall St. Rank hold GVI as of Q4 2025.

  • Pinion Investment Advisors reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Pinion Investment Advisors sold 1,955 iShares Intermediate Government/Credit Bond ETF shares in Q4 2025, an estimated $211K.
  • Pinion Investment Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2023 and held it in 2 quarters.
  • Pinion Investment Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $211K in Q3 2025.
  • 287 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2025.

Based on Pinion Investment Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.