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

Realta 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
2024 Q3	–	Sell	-1,042	Closed	-$108K	–	512
2024 Q2	$108K	Sell	1,042 -282	-21%	-$29.1K	0.02%	464
2024 Q1	$138K	Buy	+1,324	New	+$138K	0.03%	451
2023 Q4	–	Sell	-1,356	Closed	-$140K	–	563
2023 Q3	$140K	Hold	1,356	–	–	0.03%	425
2023 Q2	$140K	Buy	+1,356	New	+$141K	0.03%	448
2023 Q1	–	Sell	-1,318	Closed	-$135K	–	574
2022 Q4	$135K	Sell	1,318 -329	-20%	-$33.6K	0.03%	445
2022 Q3	$167K	Buy	+1,647	New	+$173K	0.04%	382
2022 Q2	–	Sell	-2,065	Closed	-$224K	–	415
2022 Q1	$224K	Buy	2,065 +32	+2%	+$3.55K	0.04%	361
2021 Q4	$231K	Buy	+2,033	New	+$232K	0.05%	370
2019 Q3	–	Sell	-72	Closed	-$8K	–	1683
2019 Q2	$8K	Sell	72 -13	-15%	-$1.44K	﹤0.01%	1205
2019 Q1	$9K	Buy	+85	New	+$9.26K	﹤0.01%	926

Other funds holding GVI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

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

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

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

FCI

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

GAB

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

Realta Investment Advisors's GVI Position: Q3 2024 in Review

Realta Investment Advisors sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2024, closing a stake of 1,042 shares — an estimated $108K sold.

Realta Investment Advisors first reported a position in GVI in Q1 2019 and held it in 10 quarters. The position peaked at $231K in Q4 2021. 269 funds tracked by Wall St. Rank hold GVI as of Q3 2024.

Realta Investment Advisors reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 1,042 iShares Intermediate Government/Credit Bond ETF shares in Q3 2024, an estimated $108K.
Realta Investment Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2019 and held it in 10 quarters.
Realta Investment Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $231K in Q4 2021.
269 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.