RIA
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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 – 564
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 – 1685
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return