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Semus Wealth Partners’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Semus Wealth Partners’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
Q4 		– Sell
-6,961
Closed -$746K – 119
2024
Q3 		$746K Sell
6,961
-2,726
-28% -$289K 0.52% 42
2024
Q2 		$1M Sell
9,687
-525
-5% -$54.1K 0.78% 30
2024
Q1 		$1.06M Buy
10,212
+346
+4% +$36K 0.89% 25
2023
Q4 		$1.03M Buy
9,866
+53
+0.5% +$5.42K 0.85% 24
2023
Q3 		$994K Hold
9,813
– – 0.93% 21
2023
Q2 		$1.01M Buy
9,813
+16
+0.2% +$1.67K 0.93% 16
2023
Q1 		$1.02M Sell
9,797
-150
-2% -$15.5K 1.1% 14
2022
Q4 		$1.02M Buy
+9,947
New +$1.02M 1.24% 12

Other funds holding GVI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
KeyBank National Association
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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Semus Wealth Partners's GVI Position: Q4 2024 in Review

Semus Wealth Partners sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q4 2024, closing a stake of 6,961 shares — an estimated $746K sold.

Semus Wealth Partners first reported a position in GVI in Q4 2022 and held it in 8 quarters. The position peaked at $1.06M in Q1 2024. 278 funds tracked by Wall St. Rank hold GVI as of Q4 2024.

  • Semus Wealth Partners reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Semus Wealth Partners sold 6,961 iShares Intermediate Government/Credit Bond ETF shares in Q4 2024, an estimated $746K.
  • Semus Wealth Partners first reported a position in iShares Intermediate Government/Credit Bond ETF in Q4 2022 and held it in 8 quarters.
  • Semus Wealth Partners's iShares Intermediate Government/Credit Bond ETF position peaked at $1.06M in Q1 2024.
  • 278 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q4 2024.

Based on Semus Wealth Partners's 13F filing for Q4 2024, filed 31 Jan 2025.